Download Member and Leaders Services (MLS) Software Manual

Member and Leaders Services (MLS) Software Manual
This manual can be best used as a reference while working in the MLS program.
For additional information, see the clerk lesson titled “Introduction to Member and Leader Services (MLS)
Software,” located on LDS.org. Click Menu, Serving in the Church, and then select Melchizedek Priesthood.
Click Leader Resources. Scroll down the screen, and then click Record-Keeping and Auditing Training.
The lesson is under the heading “Stake and Ward Clerks.”
The Member and Leader Services (MLS) software is used to track information such as membership
records, ordinances, donations, and class attendance. The main MLS screen is the one that appears after you log
in (see below). All tasks in this document assume you are on this screen when you begin. Although these
instructions may mention only one way to navigate to a task, there are usually multiple ways to navigate to the
same place. Use the navigation method you are most comfortable with.
Navigating in MLS
•
Text strings in blue are links to other pages or features.
•
Some screens have navigation buttons
. Click the left button (or F3) to go to the previous
record. Click the right button (or F4) to go to the next record.
•
Click the magnifying glass icon,
to choose from.
or
, to display a chooser window with a list for you
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© Intellectual Reserve, Inc. All rights reserved. English approval. 6/11. 06765
Contents
This manual contains instructions for the most commonly used tasks in MLS. For tasks not included in the
manual, see the MLS Menu Structure (Appendix B). For additional help, you can also call your stake clerk or
another knowledgeable clerk within the stake.
Finance
MLS Messages
Budget ..................................................................................3
Adding or Updating Budget Categories ............................3
Adding Subcategories ....................................................3
Changing Subcategory Names .......................................3
Deleting Subcategories ..................................................3
Deactivating Subcategories ............................................4
Allocating Budget ..............................................................4
Printing the Budget Report ................................................4
Paying for Online Store Purchases through the
Ward or Branch ..................................................................5
Donations .............................................................................6
Expenses ...............................................................................6
Printing Checks..................................................................6
Printing the Expense Report ..............................................6
Tithing Settlement ...............................................................7
Reading a Received Message ............................................. 15
Creating and Sending a Message ....................................... 16
Forms
Officers Sustained .............................................................. 16
Ordinance Record Forms ................................................... 16
Reports and Directories
Action and Interview List .................................................. 17
Directories .......................................................................... 17
Telephone and E-mail Directory..................................... 17
Abbreviated Directory .................................................... 17
Directory of Members ..................................................... 18
Priesthood and Auxiliary Class Rolls and Lists ................. 18
Adding Classes ............................................................... 18
Class Rolls and Lists ....................................................... 18
Callings by Organization Report........................................ 18
Quarterly Report ................................................................ 19
New Member Report .......................................................... 19
Donor Statements ............................................................... 19
Individual Ordinance Summaries (IOS) ............................ 20
Custom Reports .................................................................. 20
Create Custom Reports ................................................... 21
Use Custom Criteria........................................................ 21
Complete Talents and Interests Fields ............................ 22
Complete the Custom Member Fields for
Each Active Member ................................................... 22
Membership Record Validation Report ............................. 22
Membership
Audit .....................................................................................7
Callings .................................................................................7
Recording Regular Callings...............................................7
Recording Custom Callings ...............................................7
Members with Callings Report ..........................................8
Members without Callings Report .....................................8
Certificates ...........................................................................9
Confidential Reports and Forms .......................................9
Create Records ....................................................................9
Child Blessing or New Child of Record ............................9
Nonmember Record .........................................................10
Out of Unit Member Record ............................................11
Home and Visiting Teaching ............................................11
Creating Home (or Visiting) Teaching Districts
and Assigning District Supervisors ..............................12
Creating Home (or Visiting) Teaching
Companionships and Assigning Families
(or Sisters) to Teach .....................................................12
Recording Home Teaching Visits (or Visiting
Teaching Contacts) ......................................................12
Moving Records.................................................................13
Moving Records into the Ward .......................................13
Moving Records out of the Ward ....................................13
Other Membership Tasks .................................................13
Canceling a Record ..........................................................13
Priesthood Ordination ......................................................14
Recording a Death ...........................................................14
Special Requests ..............................................................14
Temple Recommends ........................................................14
Activating Temple Recommends ....................................14
Changing Temple Recommend Status ............................15
Updating Membership Records .......................................15
Seminary and Institute
Seminary Enrollment Progress........................................... 22
Released-Time Preregistration ........................................... 22
Seminary Attendance Report ............................................. 23
Seminary Graduation Report ............................................. 23
Institute Enrollment Progress ............................................. 23
Institute Attendance Report ............................................... 24
Institute Graduation Report ................................................ 24
Users and Rights
Assigning Rights ................................................................ 24
Adding Users...................................................................... 24
Passwords ........................................................................... 25
Appendices
A: MLS Membership and Financial Policies ................... A-1
B: MLS Menu Structure ................................................... B-1
2
4. To create a subcategory under the one you have
selected, click Add.
5. A new subcategory appears at the bottom of the
list. Enter a name for the new subcategory. Press
Enter. The new subcategory is ready for use.
Finance
Budget
Adding or Updating Budget Categories
There are three things to remember when adding
or updating categories.
1. Only the Budget and Other categories have
subcategories that can be added to.
2. You can create a subcategory only under a
permanent subcategory, not under a category
itself. For example, the Budget category has
several permanent subcategories that cannot be
deleted, such as Activities, Elders, High Priests,
Relief Society, and so on. You would choose
one of these to create a subcategory under.
3. The Ward Missionary fund has subcategories,
but they are set up by the Missionary
Department of the Church and correspond to all
missionaries called from your ward who are part
of the equalized payment system. They cannot
be added to or deleted.
The Add/Update Categories screen shows all
categories set up to receive funds in MLS and those
subcategories attached to the categories. Note the
following:
• Categories in red cannot be changed and
cannot have subcategories added to them.
• Categories in black may have subcategories
added to them.
• Subcategories with a green bullet (•) next to
them are custom subcategories that your unit
added to the list. These may be deleted if
they are not longer needed, but only after the
retention period for financial records has
passed. This retention period varies from
country to country.
Changing Subcategory Names:
1. Click the plus sign (+) next to the permanent
subcategory to show the subcategory you want
to rename.
2. Click the name of the subcategory to highlight it.
Only subcategories with a green bullet (•) can
be renamed.
3. Press F2 to highlight the text.
4. Type the new name of the subcategory. Press
Enter.
Deleting Subcategories:
Each country has its own laws about how
long organizations like the Church have to retain
financial records. This is called the retention period.
For example, the retention period in the United
States is three years. In Canada it is five years. In
Australia it is seven years. If you have had financial
activity in a subcategory within your country’s
retention period, the subcategory cannot be deleted.
If a subcategory has never been used or the
retention period has passed for all activity in the
subcategory, it can be deleted.
If a subcategory is no longer needed, but there
has been financial activity in it and the retention
period has not passed, it can be deactivated. (See
below.)
1. To delete a subcategory, click the plus sign (+)
next to the permanent subcategory to show the
subcategory you want to delete.
2. Click the name of the subcategory to highlight it.
Subcategories with a red X are default
categories and cannot be deleted. Only
subcategories with a green bullet (•) beside them
can be deleted.
3. Click Delete.
4. Click Yes.
Note: If you try to delete a subcategory that has
been used within the mandatory record-retention
period of your country, you will get a message
saying you cannot delete it because it is being
currently used.
Adding Subcategories:
1. On the MLS menu bar, click Finance. Click
Budget. Click Add/Update Categories.
2. Click the plus sign (+) next to a category to
show its permanent subcategories. Click the
plus sign (+) next to the permanent subcategory
you want to create a subcategory under. Make
sure the subcategory you are about to add does
not already exist.
3. Click the name of the permanent subcategory
you want to add a subcategory to.
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Deactivating Subcategories:
If a subcategory is no longer needed, but the
retention period has not passed, you can deactivate
the subcategory.
1. Click the name of any subcategory with a green
bullet beside it.
2. In the gray part of the screen, click the Active
check box to remove the check mark.
• This subcategory will no longer appear on
donation screens or budget screens.
• To reactivate the subcategory, click the
Active check box so that the check mark
appears.
• After the record retention period has passed,
the subcategory will be deleted automagically at the end of the year.
The bolded amount shown at the top of the
Budget area is the total amount of budget
you have allocated to all the categories and
subcategories. This should equal the amount
shown at the bottom of the screen in the
Total Estimated/Actual Allowance field.
• The Difference field at the bottom of the
screen shows the difference between the
budget and the allocation.
To allocate budget:
1. In the Estimated/Actual column, enter the
amount of budget allowance the stake has
allocated to your ward for each quarter of the
year (some amounts will be estimates).
2. In the Budget Assigned by Unit column, enter
the amount of budget allowance assigned to
each category and subcategory for the entire
year.
3. As you enter budget amounts, watch the
Difference field to make sure you do not exceed
the allocation. The total amount of budget you
assign should never exceed the amount in the
Total Estimated/Actual Allowance field.
•
Allocating Budget
The budget tool in MLS will allow you to allocate
budget and track expenses for each budget category.
On the MLS menu bar, click Finance. Click
Budget. Click View/Edit Budget.
On this screen, you can assign (allocate) budget
amounts to budget subcategories you have
previously set up. You may also change budget
amounts. Note the following:
Printing the Budget Report
1. On the MLS menu bar, click Finance. Click
Budget. Click Budget Report.
2. In the Date Range field, click the down arrow,
and click the time span you want to include in
the report.
3. In the Type field, click the down arrow, and
click Detail, Summary, or Auxiliary
Summary.
Note: The detail report shows the allocation,
individual income and expenses, and remaining
budget for each category.
4. On the left side of each category and
subcategory, there is a check box. By default,
these will all be checked, indicating that they
will all appear on the report. For those
categories you do not want to appear on the
report, click the check box to make the check
mark disappear.
5. Click Print Selected Items at the bottom of the
screen.
On the Bottom of the Screen:
• The Total Estimated/Actual Allowance field
shows the total estimated amount of budget
for your ward for the year.
Note: In most areas budget is allocated
quarterly. On this screen you can enter an
estimated amount for each quarter, thereby
getting the estimated amount for the entire
year.
• The Budget Assigned by Unit field shows
the total amount of allowance allotted to the
Budget subcategories by the unit.
• The Difference field shows the difference
between the budget and the allocation.
In the Budget Area:
• The Budget Assigned by Unit column shows
the amount of budget allocated to each of
the categories and subcategories.
• The % of Budget column shows what
percentage of the total budget each amount
is.
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5. Continue with the normal procedures to
complete, close, and transmit the donation
batch.
Paying for Online Store
Purchases through the Ward or
Branch
Note: This purchase will appear on unit financial
reports. The order will be sent after the payment is
processed.
Where available, members and others can order
Church items from the Church Online Store
(store.lds.org) and pay for them through their local
ward or branch.
The person who placed this order will print out
a receipt from the Online Store, called the Quote
Receipt. They put the total cost of the items,
whether currency, coins, or a check written to the
local unit, in an envelope with the Quote Receipt
and give the sealed envelope to a member of the
bishopric.
Donations
Two priesthood bearers, usually a member of
the bishopric and a clerk, open the tithing envelopes
and make sure the amount of money in each
envelope matches the amounts on the Tithing and
Other Offerings slip included in the envelope.
Below is the most common procedure for
recording donations and then transmitting the
amounts to the administrative office. Your
procedure could vary slightly.
1. On the MLS menu bar, click Finance. Click
Enter Donations.
2. Enter the date the donations are being entered
and click OK.
3. Click the name of the member whose donations
you want to record, and then click OK.
Note: If necessary, click the magnifying glass
icon and choose a donor from the list. Using the
Tithing and Other Offerings slip as a source,
enter amounts on the left side of the screen. (For
categories that are in blue text, see “Using the
Category Details Box” below.)
4. Using the Tithing and Other Offerings slip as a
source, enter amounts on the left side of the
screen. (For categories that are in blue text, see
“Using the Category Details Box” below.)
Using the Category Details Box: Click a
category name in blue text (these can be Ward
Missionary, Budget, and Other). In the Details
box, click the magnifying glass icon and choose
the correct subcategory from the list. Enter the
amount being donated to this subcategory. Click
OK.
5. Enter amounts of checks, currency, and coins on
the right side of the screen. Click Save
Donation.
6. When finished with all donations, click Next.
7. On the Review screen, make sure all amounts
are correct. To correct error, click Previous to
return to the donation screen. When all errors
are corrected, click Next.
To process these purchases –
1. Verify that the amount received matches the
amount shown on the Quote Receipt.
2. Complete the following steps in MLS:
a. On the MLS Main screen click Enter
Donations, enter the Date for Donations,
and click OK.
b. From the list of existing donors, select
the correct donor name, or click Add to
enter a new donor name.
c. On the left side of the Donation page,
from the list of donation categories,
select Other.
d. From Other Details, click on the
magnifying glass.
e. From the list of subcategories, select
Other: Online Store Purchases, then
click OK.
f. From Other Details:
i. In the Amount column, enter the
amount received with the Quote
Receipt.
ii. In the Quote Number column,
enter the 10-digit Quote
Number from the Quote Receipt,
then click OK to return to the
main Donation page.
3. On right side of the Donation page, enter
the amount of checks, currency, or coin
received.
4. Make sure the Slips Total and the Funds
Total are equal, then click Save Donation.
5
8. Carefully count the total amount of currency
(cash) and coins. On the left side of the Balance
screen, enter the totals in the appropriate fields.
9. On the right side of the screen carefully
compare the amount of each check with the
amount on the screen. Click the check box for
every check amount that is correct. Click Next.
10. On the Authorize screen, two persons with
finance rights enter their user names and
passwords. One of these should be a member of
the bishopric.
Note: Some wards and branches will mail a
tithing remittance check as part of their financial
procedures and will enter a tithing remittance
check number at this point. Others will have a
deposit date or a deposit serial number and will
enter that at this point.
11. Click Authorize. Click OK, and then click
Next.
12. On the Deposit Report screen, click Print.
13. On the Batch Report screen, click Print.
14. On the Transmit screen, click Transmit.
15. File the Unit Copy of the Deposit Report in your
ward or branch files with the Tithing and Other
Offerings slips and the Batch Report. Place the
Bank Copy of the Deposit Report in the
envelope with the money for deposit in the bank.
the first category will be the tax category. You
must complete this field before you go on.
6. In the Amount field, enter the amount of the
expense.
Note: If you are in an area where the Church is
required to pay sales or other taxes on purchases,
the amount will be the total amount minus the
tax amount.
7. If the payment is from more than one category,
repeat steps 5 and 6.
8. If the subcategory was from fast offerings, in
the Fast Offering Recipient field, enter the name
of the member receiving aid.
9. Click Save.
10. When finished recording expenses, click Next.
Printing Checks
If your unit prints checks, you will have
received check stock from the administrative office.
Check stock consists of individual sheets of paper
with preprinted information and the Church logo on
them. Each page of check stock is individually
numbered. Checks should be used in sequence. Be
sure to load the check stock in the printer before
printing checks. Remove it when you are done.
Note: If you do not print checks from MLS, skip
this section and go to “Printing the Expense Report”
below.
1. Click the check box next to each expense you
want to print a check for.
2. Click Print/Authorize.
3. In the Next Check Number field, make sure the
check number is the same as the number printed
on the next sheet of check stock. If it is not,
change it to the correct number. Click OK.
4. For each check:
• Review the check information. If it is correct,
click Print.
• Click OK.
• If the check prints correctly, click Yes.
5. When finished printing checks, you should be
on the Report screen. If not, click Next.
Expenses
Depending on your location, your procedure for
recording expenses may vary slightly from the
following. If you have questions, contact your
administrative office.
1. On the MLS menu bar, click Finance. Click
Enter Expenses.
2. In the Date field, enter the date of the expense.
3. In the Payee field enter the name of the payee or
click the magnifying glass icon and choose the
payee from the list. If the payee is not on the list,
click Add, and complete the payee information.
4. In the Purpose field, enter the purpose of the
expense.
5. In the Category field, enter the category from
which the payment was made, or click the
magnifying glass icon and choose the category
from a list.
Note: If you are in an area where the Church is
required to pay sales or other taxes on purchases,
Printing the Expense Report
You should print and file the Expense Report
each time you enter expenses. To print the report,
click Print at the bottom of the screen. After
printing the report, click Close.
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the name of any young man showing an
incorrect priesthood office. When you have
finished this task, click Yes. Click Next.
4. The Baptisms screen lists children who are
eligible to be baptized but whose records
indicate they have not been. Examine the list for
children who have actually been baptized and
confirmed. Click the check box next to the name
of each child who has been baptized and
confirmed. When you have completed this task,
click Yes. Click Next.
5. The Marriages screen lists adults who are age 31
and older and whose records indicate they are
not married. For each of these adults who
actually are married, click the box next to the
name. When you have completed this task, click
Yes. Click Next.
6. The Error Correction screen is a list of items
found on the Membership Validation Report,
including any items that have been hidden using
the Ignore button. Click the check box next to
each item that can be corrected. When you have
completed this task, click Yes. Click Next.
7. The MLS Rights screen lists each MLS user
name and the rights granted to that member for
MLS. Review the list. If there are any users who
are no longer using MLS or whose rights need
to change, click the check box beside that user’s
name. Click Yes to indicate you have finished.
Click Next.
8. The Key Leaders screen displays the names of
members of the bishopric and other key leaders
in the ward. If there is anyone who is no longer
serving in the indicated calling, click the box
beside his or her name. When you have
completed this task, click Yes to indicate you
have finished. Click Next.
9. On the Policies screen, answer each statement
by clicking either Yes or No. Then click Yes to
indicate that you are finished. Click Next.
10. Click Print at the bottom of the screen to print a
list of audit exceptions that need to be corrected.
The bishop should complete the second and
third columns of the audit report, showing who
will correct each exception and by when. The
bishop and the clerk sign and date the report.
The stake clerk or his representative takes a
copy of the report to the stake. The ward keeps
the other copy.
Tithing Settlement
There is a tithing settlement lesson for many
languages on LDS.org. From the home page, follow
this path: Menu > Service > Serving in the
Church > Melchizedek Priesthood > Leader
Resources > Record-Keeping and Auditing
Training. From this page, first choose your
language. Then look for the lesson titled “Tithing
Settlement.” This lesson will take you through the
steps of tithing settlement.
If the tithing settlement lesson is not available in
your language, you should receive instructions from
your administrative office.
Membership
Audit
The stake clerk or another stake representative
performs the membership audit in MLS on each
ward’s computer. The audit is performed once a
year and should be done by June 30. MLS uses a
computer “wizard” to display membership
information and ask questions. The stake clerk
responds based on the ward clerk’s answers.
1. On the MLS menu bar, click Other Resources.
Click Church Audits. Then click Membership
Audit.
2. Read the instructions on the screen, and click
Next.
3. The High Priests screen lists priesthood holders
who might be eligible to be ordained high
priests. Examine the list, looking for anyone
who has been ordained a high priest. Click the
box beside the name of anyone listed who has
been ordained a high priest. When you have
finished this task, click Yes. Click Next.
4. The Elders screen lists brethren who could be
eligible to receive the Melchizedek Priesthood.
Examine the list, looking for anyone who holds
the Melchizedek Priesthood. Click the box
beside the name of anyone who has received the
Melchizedek Priesthood and been ordained an
elder. When you have finished this task, click
Yes. Click Next.
5. The Aaronic screen lists young men who,
according to their age, have not been ordained
to the expected Aaronic Priesthood office.
Examine the list, looking for anyone with an
incorrect priesthood office. Click the box beside
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11. Click Submit at the bottom of the screen to
send the Membership Record Audit Report to
the administrative office.
part of the organization leadership. Click No if
it is not considered part of the organization
leadership. Click Save.
5. On the left side of the screen, click the name of
the organization. In the Other Callings section,
click Add Position.
6. To record the custom calling, follow steps 3
through 6 under “Recording Regular Callings”
above. The custom calling you created should
appear as one of the callings in the list of
positions.
Callings
Callings in organizations can be recorded in two
ways: (1) you can record callings in any
organization by using the Callings by Organization
screen (except custom callings) and (2) you can
record regular and custom callings in an
organization by clicking the organization’s link on
the Organizations menus (see below).
Members with Callings Report
Once callings have been recorded, you can print
a report called Members with Callings. It is an
alphabetical list of members and their callings.
• To bring the report up on the screen, on the
MLS menu bar, click Organizations. Click
Reports/Tools. Click Members with
Callings.
• To change the order of the list of callings,
click a column heading. For example, to list
the callings by organization, click the
Organization column heading. To list the
callings by the date the member was
sustained, click the Date Sustained column
heading.
• To print the report, click the Print button at
the bottom of the screen.
Recording Regular Callings
1. On the MLS menu bar, click Organizations. On
the drop-down menu, find the name of the
organization you want to record callings for, and
click the name. (For example, to record callings
for the Relief Society, click Relief Society.)
2. To record a leadership calling, in the Leadership
Callings section, click Add Position. (In MLS a
calling is called a position.)
3. In the Position field, click Select. Click the
name of the position in the list. Click OK.
4. If the position is not listed, click Add, and enter
the name of the position.
5. In the Person Being Called section, click Select.
Click the name of the person to fill this calling.
Click Save.
6. In the Date Sustained field, enter the date the
member was sustained to this calling. Click OK.
7. If the member was set apart, click Yes. Click
Save.
8. To add other callings, in the Other Callings
section, click Add Position. Repeat steps 3
through 6 as needed.
Members without Callings Report
Once callings have been recorded, you can print
a report called Members without Callings. It is an
alphabetical list of members twelve years of age and
up who do not have callings.
• To bring up the report on the screen, on the
MLS menu bar, click Organizations. Click
Reports/Tools. Click Members without
Callings.
• To change the order of the list of members
who have no calling, click a column heading.
For example, to list the members by age
click the Age column heading. To list the
members by their date of birth, click the
Birth Date column heading.
• To print the report, click the Print button at
the bottom of the screen.
Recording Custom Callings
1. On the MLS menu bar, click Organizations. On
the drop-down menu, find the name of the
organization you want to record calling for, and
click the name. (For example, to record callings
for the Relief Society, click Relief Society.)
2. On the left side of the screen, click Custom
Positions. (In MLS, a calling is called a
position.)
3. Click Add New Position.
4. Enter the name of the custom calling (example:
Activities Chair). Click Yes if this is considered
8
the Other Resources panel, click Confidential
Reports and Forms.
When you click the name of a confidential form,
a screen will open where the information that goes
on the form may be entered into fields. Note the
following:
• For each of the Name fields, if the person is
currently a member of your ward or branch,
click the magnifying glass icon and select
from the list that appears. This will
automatically fill in the Name field and
other fields in the form. If the person is not a
member of your ward or branch, type the
information in the fields.
• When a field has a down arrow on the right
side, click the arrow and select from the list.
• For questions involving multiple options,
click the circle by the correct answer.
• Complete all applicable fields and print the
form.
Note: If you want to save the form and
complete it later, click Save.
There is also a Confidential Member
Information Report. This lists confidential actions
taken with members in the ward or stake.
Certificates
All certificates are found in the same place in
MLS. The following example is for the Child
Blessing Certificate, but the general instructions
apply for all certificates.
1. On the MLS menu bar, click Reports/Forms.
Click Certificates.
2. On the list that appears, click the certificate you
want to print (in this example, the Child
Blessing Certificate). Click OK.
3. Click the magnifying glass icon and select the
name of the child from the list, or type all
information in the available fields. For
“Relationship,” click Son or Daughter.
4. To enter the person performing the ordinance,
click the magnifying glass icon and select the
name from the list. If the person performing the
ordinance is from outside the ward, obtain his
full legal name and priesthood office, and enter
them in the fields under Person Performing the
Ordinance.
5. If it is not already filled in, enter the unit
number and official Church name for both the
ward or branch and stake or district where the
child lives.
6. Click Print to print the certificate.
Create Records
Confidential Reports and Forms
Child Blessing or New Child of Record
When a baby is blessed, the ward completes a
Child Blessing Record. Use this form to create a
record for the child.
You may also create a record for a child under
the age of eight if:
• One of the parents is a member.
• Both parents agree to create the record.
1. On the MLS menu bar, click Membership.
Click Ordinances. Depending on the situation,
click either Record Child Blessing or (if there
has been no blessing) New Child of Record.
2. If it is not already filled in, enter the complete
name, preferred name, and sex of the child. A
preferred name is one the child is called that is
not the legal name (such as “Bob” for “Robert”).
3. Enter the birth information (birth date,
birthplace, and birth country).
4. Enter the unit number and official Church name
for both the ward or branch and the stake or
district where the child lives. Click Next.
Forms used in conjunction with Church
disciplinary councils are called confidential forms.
MLS prints five confidential forms. They are:
• Report of Church Disciplinary Action
• Report of Administrative Action
• Baptism and Confirmation Record for
Readmission
• Application to the First Presidency
• Confidential Member Information Report
Note: Only the bishop can access the
Confidential Member Information Report. It
lists members with confidential event
information recorded on their membership
records. This report could help the bishop
know who to encourage participating in the
gospel.
There are instructions pertaining to the use of
each form, located on the same screen as the
Confidential Forms. To access these instructions, on
9
5. Next to the question “Is this individual the head
of household?” click No. Click the magnifying
glass icon and choose the head of house from
the list. Click Next.
6. If you have received permission from the
parents to enter the child’s personal contact
information (phone number and e-mail address),
click Permission Received. If not, click Cancel,
and enter only the household information.
7. Complete the phone and e-mail information (if
known) as necessary. Click Next.
8. If it is not already filled in, complete Residential
Address information as completely as possible.
Do not complete the Mailing Address
information unless it is different from the
residential address. Click Next.
9. Click the magnifying glass icon and choose the
father from the list. Or, if he does not live in the
ward, type the information in the fields. Repeat
for the mother. Click Next.
10. If you are recording a child blessing, complete
the information in the window using the Child
Blessing Record and click Save. Click Next.
11. Click the appropriate statement about the child’s
sealing to parents. (Children born after their
mother has been sealed to a husband in the
temple are born in the covenant [BIC]. Children
born after a mother’s sealing to the husband is
canceled or after the excommunication of one of
the parents are not BIC.) Complete any other
necessary information and click Next.
Nonmember Record
A nonmember record can be created for a
person who is not a member of the Church but who
has family members who are members of the
Church. The nonmember record is created to record
family relationships so that the nonmember can be
listed with other family members. This should only
be done for individuals who live in the ward
boundaries.
Information about a nonmember relative will be
retained on the computer with MLS. It cannot be
transferred to another ward, and is not considered a
membership record.
If the Nonmember is a Spouse of a Member:
The current spouse and marriage information
should be recorded on the member’s record. Once
the nonmember spouse information is listed on the
member’s record, do the following:
1. On the MLS menu bar, click Membership.
Click Individual Record.
2. Choose the name of the member who has a
nonmember spouse. Click OK.
3. On the left side of the screen, click Current
Spouse.
4. In the Current Spouse section, click Add
Spouse to Household to automatically create
the nonmember record and list the nonmember
with the member spouse on the membership
directories.
Note: If the Add Spouse to Household link is
not available, there is either no current spouse
recorded on the member’s record or there is
already a nonmember record created for this
spouse.
5. Click Close.
Note: If the nonmember spouse is male, this
procedure will automatically make him the head
of household.
Blessing a Child from Another Ward:
Use the same procedure for creating a record for
a child in your own ward, with the following
differences:
• Record the child’s head of house from the
child’s home ward.
• Record either the member record number or
birth date of the child’s head of house from
the child’s home ward.
• Record the unit name and number of the
child’s home ward.
This will cause the administrative office to send
the new member record to the child’s home ward,
not to your ward.
If the Nonmember Is a Relative of a Member but
Not the Spouse of a Member:
1. On the MLS menu bar, click Membership.
Click Records. Click Nonmember Record.
2. Enter the complete name, preferred name, and
sex of the nonmember. A preferred name is on
the person uses that is not the legal name (such
as “Bob” for “Robert”). Click Next.
3. Next to the question “Is this individual the head
of household?” click Yes or No.
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Adult ward or a missionary serving as the president
of a branch. In these cases, the record of the
member remains in his home ward. However, you
can create an Out of Unit Member Record so he will
appear on lists and can be given MLS rights.
If the nonmember is not the head of
household, click the Select button and select
the head of the house from the list. Click
Next.
• If the nonmember is the head of household,
complete the phone and e-mail information
if known. Click Next.
4. Only if the nonmember is the head of household,
complete the Residential Address information as
completely as possible. Do not complete the
Mailing Address information unless it is
different from the residential address. Click
Next.
5. Review the summary, and then click Close.
Click Save.
Note: This will create the nonmember record
and assign it to the correct household if the
nonmember is not the head of household.
Continue with these instructions if the
nonmember head of household has additional
members to add to the household. Otherwise
this task is completed.
6. On the MLS menu bar, click Membership.
Click Household Record.
7. Choose the newly created nonmember head of
household from the list and click OK.
8. In the Household Members section, click Add
Member.
9. Choose the name of the nonmember, and click
OK.
10. In the Members to Include section, click the
boxes of any additional members of the
household that should be included. Click Next.
11. Review the summary, and then click Save.
12. The new household structure will be shown on
the nonmember’s household screen. Click Close.
•
Create and Out of Unit Member Record:
1. Get an IOS of the member from the member’s
home ward.
2. In MLS, go the Membership Records panel and
click More.
3. Go to the Create Records panel and click Out of
unit member record.
4. Using the IOS, fill in all the fields on the screen.
Click Close. Click Save.
Give User Rights to the Out of Unit Member:
1. First, create an Out of Unit Record (see above)
2. In MLS, go to the panel with the ward name and
click System Options.
3. On the left side of the screen, click Users.
4. Click Add User.
5. Select Member of Unit. Never select “Out of
Unit Administrator” for an Out of Unit Member.
6. Click Select and choose the Out of Unit
Member from the list.
7. Fill in the other information and click the boxes
beside the rights you want to give him or her.
8. Click Save.
Home and Visiting Teaching
The home teaching and visiting teaching screens
are very similar but not identical. The instructions
below are for home teaching. When instructions for
visiting teaching are different, they will be noted
inside parentheses. To record home or visiting
teaching and print accurate reports, you must:
• Create districts and assign district
supervisors.
• Create companionships and add families (or
sisters) to be taught.
• Record visits (or contacts).
Out of Unit Member Record
An Out of Unit Member Record is sometimes
confused with and Out of Unit Administrator in
MLS. The Out of Unit Administrator is a stake clerk
or other designated person who has administrator
rights in ward MLS. This enables him to log on and
help out the ward in emergency situations. This is
not what we are talking about.
The Out of Unit Member Record is for a person
who does not actually live in your ward, but who
performs some calling or function in your ward.
Good examples are the bishop of a Young Single
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9. Click the name of the priesthood holder (or
sister) you want to assign to a companionship.
Click OK.
10. Repeat steps 6 through 9 for the other member
of the companionship.
11. Add families (or sisters) for the companionship
to teach (see below).
Creating Home (or Visiting) Teaching
Districts and Assigning District
Supervisors
1. On the MLS menu bar, click Organizations.
Click HT (or VT) Organization. Click HT (or
VT) Districts.
2. On the Show for Organization field, click the
down arrow and select the organization you
want to create a district for.
3. In the Home Teaching Districts area, click Add.
A window appears.
4. In the Organization field, click the down arrow,
and select the organization you want to create a
district for.
5. Click Select. From the list, select the person you
want to be a district supervisor. Click Save.
6. In the Date Sustained field, enter the date this
person was sustained as district supervisor
(optional).
7. Click Add.
Add Families (or Sisters) for This Companionship
to Teach:
1. While still on the screen where you added the
companionship, in the Households (or Sisters)
Taught by This Companionship section, click
Add.
2. In the Show field, click the down arrow, and
click the way you want the families (or sisters)
displayed (All or Unassigned).
3. Click the name of a family (or sister) you want
to assign to this companionship. Click OK.
4. Repeat steps 1 through 3 for other families (or
sisters) you want to assign to this
companionship.
5. When finished adding companionships, click
Save & Next to add another companionship, or
click Save & Close to exit.
Creating Home (or Visiting) Teaching
Companionships and Assigning Families
(or Sisters) to Teach
1. On the MLS menu bar, click Organizations.
Click HT (or VT) Organization. Click HT (or
VT) Companionships.
Note: If there are no districts created as yet, a
window will appear, telling you what to do the
first time.
2. In the Show for Organization and Show for
District fields, choose the organization (Elders,
High Priests, [or Relief Society]) and district
you want to add companionships to.
3. At the bottom of the screen, click the Add
Companionship button.
4. In the Home Teaching (or Visiting Teaching)
Organization and District area, click Select
District.
5. Select the district from the list, and click OK.
6. In the Home (or Visiting) Teaching
Companionship field, click Add.
7. In the first Show field, click the down arrow,
and click the way you want the list displayed.
8. In the second Show field, click the down arrow,
and click either All or Unassigned. (For visiting
teaching, the choices are All Females, All
Relief Society Sisters, and Unassigned Relief
Society Sisters.)
Recording Home Teaching Visits (or
Visiting Teaching Contacts)
1. On the MLS menu bar, click Organizations.
Click HT (or VT) Reporting. Click Enter HT
Visits (or Enter VT Contacts).
2. In the Show for Organization field, click the
down arrow, and click the organization you
want to enter home teaching visits (or visiting
teaching contacts) for.
3. In the Show for District field, click the down
arrow, and choose the district leader from the
list that appears. (You may also choose All.)
4. In the View By field, click the down arrow,
and click Companionship.
5. In the column for the correct month, click the
check box next to each family that was visited
during the month. (For visiting teaching, click
the type of contact made with each sister.)
Record Visits or Contacts for Previous Months:
1. In the Visits (or Contacts) column, click the
percentage. A window will appear.
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2. In the Visits (or Contacts) column of the
window, click the box next to each month the
family was visited. (For visiting teaching, click
the type of contact that was made for each
month.)
3. Click Save.
2. Click the name of the individual or head of
household you want to move. Click OK.
3. Enter the information for the ward and stake
where the individual or family is moving to if
known. If your bishop would like contact with
the new bishop, click Yes. Click Next.
4. If you are moving a household, a screen will
appear showing each record in the household.
This screen will not appear if you are moving an
individual record. Click Next to move to the
next screen.
5. For the question “Will this individual be the
new head of household?” click Yes or No. If
you are moving the record of an individual who
will not be the head of household, complete the
information about head of household (household
records will not require this information). Click
Next.
6. Record the personal telephone number and an email address for the individual, if known.
Household records will not require this.
7. Record the household telephone number and email address where all members of the
household could be contacted. Click Next.
8. If the new residential address is known, click
Yes. Complete the information listed under New
Residential Address. Click Next.
9. If the new address is unknown, click No. Type
any contact information that might be helpful in
the Contact Information box. Click Next.
10. Review the summary of the move-out
information. At the bottom of the screen, click
Close. Click Save.
Moving Records
Moving Records into the Ward
1. On the MLS menu bar, click Membership.
Click Request Household Records or Request
Individual Record.
2. To choose the sex of the head of house or
individual, click Male or Female.
3. Complete the full name, birth date, and (if
known) the member record number.
4. If the head of house or member is female,
complete the maiden name information.
5. Enter the birth date of the head of house or
individual and his or her record number (if
known).
6. Complete the prior unit information if known.
At the bottom of the screen, click Next.
7. For an individual record, complete the
information about head of household (household
records will not require this information). Click
Next.
8. Record the personal telephone number and an email address for the individual, if known.
Household records will not require this.
9. Record the household telephone number and email address where all members of the
household could be contacted. Click Next.
10. Complete the information listed under
Residential Address. Complete the Mailing
Address information only if the mailing address
is different from the residential address. Click
Next.
11. Review the summary of the move-in
information. At the bottom of the screen, click
Close. Click Save.
12. On the File drop-down menu, click Send/
Receive Changes.
Other Membership Tasks
Canceling a Record
You can cancel a record if (1) it is a duplicate
record or (2) it is a record of an unbaptized child
who has reached the age of 18 and you have
permission from the stake president.
1. On the MLS menu bar, click Membership.
Click Records. Click Cancel Record.
2. Click At least 18 years old and not baptized
or Duplicate Record.
3. If it is a duplicate record, enter the correct
record number to keep, or click Select, and
choose the record number to keep from the list.
4. Click Close. Click Save.
Moving Records out of the Ward
1. On the MLS menu bar, click Membership.
Select Move Household Records Out or Move
Individual Record Out.
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4. If the person who performed the ordinance is a
member of the ward, click the magnifying glass
icon and choose his name from the list that
appears. If not, enter the information. Click
Save.
5. Click Close.
Priesthood Ordination
Aaronic Priesthood ordinations are authorized
by the bishop. Melchizedek Priesthood ordinations
are authorized by the stake president. The ward
clerk records Aaronic ordinations using MLS.
Either the stake clerk or the ward clerk can record
the Melchizedek ordination, but it should generally
be the stake clerk. The following instructions are for
the ward clerk. If the stake clerk is recording a
Melchizedek Priesthood ordination, see “Stake
Recording a Melchizedek Priesthood Ordination”
below.
Recording a Death
1. On the MLS menu bar, click Membership.
Click Records. Click Death of Member.
2. Type the name of the person who died and press
Enter, or find the name on the list and click OK.
3. In the Death Date field, enter the date in the
format shown on the screen.
4. Click Close. Click Save.
Ward Recording a Melchizedek Priesthood
Ordination:
1. On the MLS menu bar, click Membership.
Click Ordinances. Click Record Priesthood
Ordination.
2. Type the name of the person receiving the
ordination and press Enter, or find the name on
the list and click OK.
3. Using information from the Aaronic Priesthood
Ordination Record or the Melchizedek
Priesthood Ordination Record, select the
priesthood office the member was ordained to.
Enter the date the ordination occurred.
4. If the person who performed the ordinance is a
member of the ward, click the magnifying glass
icon, and choose his name from the list that
appears. If not, enter the information. Click
Save.
5. Click Close. Click Save.
6. A window will appear asking if you would like
to print a certificate. If you click Yes, you will
be able to print the certificate.
Special Requests
Special Requests is an option used to make
membership record changes when they cannot be
made using the options already available in MLS.
1. On the MLS menu bar, click Membership.
Click Records. Click Special Requests.
2. On the list that appears, click the name of the
member for whom you want to make record
changes. Click OK.
3. In the space provided, type a description of the
changes you would like to make to the
membership record you have selected. Click
Close. Click Save.
After the administrative office receives the request,
it will be sent to the right organization for
consideration. The ward will receive an MLS
message after the change has been made or denied.
Temple Recommends
Activating Temple Recommends
Stake Recording a Melchizedek Priesthood
Ordination:
1. On the MLS menu bar, click Membership.
Click Individual Record. Select the name of
the person who was ordained from the list, and
click OK.
2. On the left side of the screen, click Ordinances.
3. In the Priesthood Ordinations area, click Add
Ordination.
4. Using information from the Melchizedek
Priesthood Ordination Record, select the
priesthood office the member was ordained to.
Enter the date the ordination occurred.
The following instructions are for stakes in
temple districts that use temple recommends with a
bar code. If your stake does not use temple
recommends with a bar code, ignore these
instructions.
Stakes that have temple recommends with a bar
code follow these steps:
• The bishop or one of his counselors
interviews the member and issues the
recommend.
• After the stake presidency member
interviews the member, a copy of the
14
recommend is scanned into MLS by the
stake (see procedure below).
4. In the Recommend Status field, click the down
arrow, and click the new status of the
recommend (choices are Canceled and Lost or
Stolen). Click Save.
5. Click Yes to verify that you want to cancel the
recommend.
Stake MLS Procedure for Activating Recommends:
1. On the MLS menu bar, click Membership.
Click Temple Recommends. Click Activate
Recommends.
2. Find the name of the member who is on the
recommend by scrolling or by using the Find
Member in List field. Next to the member’s
name, click Activate.
3. In the window that appears, type the last four
numbers of the membership record number as
shown on the recommend.
4. Scan the bar code to add the recommend
number to MLS. (You can also type the number,
which is located just above the bar code.)
5. Click the arrows on the issue date field to
choose the month and year the bishopric issued
the recommend.
6. Click Continue.
7. Check the information that appears in the
window to make sure it is the same as the
information on the recommend.
8. If it is correct, click Activate. If it is not correct,
click Back, and make corrections.
9. When finished activating recommends, go to the
panel with the stake name and click Send/
Receive Changes. Do not delay sending the
changes.
Updating Membership Records
1. On the MLS menu bar, click Membership.
Click Individual Record.
2. Click the name of the individual whose record
you want to update. Click OK.
3. On the left side of the screen, click the category
of information you want to update. The choices
are:
• Individual personal information
• Household members
• Contact information
• Address
• Parents
• Ordinances
• Temple and mission
• Current spouse
• Children
4. Use links on the screen that allow you to change
information (such as Edit, Remove, and Add).
These links open windows where you can
change information.
5. When you are finished, click the File drop-down
menu, and click Send/Receive Changes.
Changing Temple Recommend Status
MLS Messages
It may become necessary to change the status of
a temple recommend if it is lost or stolen, or if the
bishop and stake president determine the status
should be changed. The stake president must
approve changes to the status of temple
recommends. The status of a recommend cannot be
changed on the ward level.
MLS has the capability to send messages from
wards to stakes and the administrative office.
Messages can also be sent from the stake to all
wards and from the stake to the administrative
office. All units can receive messages from the
administrative office. Ward-to-ward communication
is not yet possible.
Stake MLS Procedure for Changing Recommend
Status:
1. On the MLS menu bar, click Membership.
Click Temple Recommends. Click View/Edit
Recommends.
2. Find the name of the member whose
recommend status has changed. Next to the
member’s name, click Edit.
3. On the window that shows the member’s temple
recommend information, click Edit.
Reading a Received Message
1. On the MLS menu bar, click Reports/Forms.
Click Messages.
2. In the Received Messages section, click the
subject of one of the unread messages. (Unread
messages have an icon that looks like an
unopened envelope.)
15
3. After you have read the message, you may do
one of the following:
• Reply to the message. Click Reply. After
you write your reply, click Save. The
message will be sent the next time you use
Send/Receive Changes.
• Forward the message. Click Forward. Type
an explanation of what the message is for, if
wanted. Click To at the top of the screen and
choose a new destination for this message.
Click Save.
• Delete the message. Click Delete, and then
click Yes.
• Officers Sustained―District
• Officers Sustained―Stake
• Officers Sustained―Ward
3. Click OK.
4. On the screen that appears, fill in the fields if
they are blank or incorrect. However, if there is
no one called for a particular position, leave the
field blank.
5. When finishing filling in the fields, click Print
at the bottom left of the screen.
Ordinance Record Forms
Ordinance record forms are used to record
information about an ordinance so that the
information can later be used to update the member
record or to print a certificate.
1. On the MLS menu bar, click Reports/Forms.
Click Ordinance Record Forms.
2. From the list that appears, click the record form
for the ordinance that will be performed. The
choices are:
• Aaronic Priesthood Ordination Record
• Baptism and Confirmation Record
• Child Blessing Record
• Melchizedek Priesthood Ordination Record
3. Click OK.
4. On the screen, fill in all fields that can be
completed before the ordinance is performed.
The others will be filled in by hand after the
ordinance is performed.
5. When finished filling in the fields, click Print at
the bottom right of the screen.
6. If you are in a country that requires consent
from a parent for some ordinances, make sure
the parent or parents sign the record form before
proceeding.
7. The stake or ward representative takes the form
to the ordinance and completes the form by
hand. The representatives are:
• For eight-year-old baptisms, the ward clerk
or an assistant clerk.
• For a child blessing, the ward clerk or an
assistant clerk.
• For an Aaronic Priesthood ordination, the
ward clerk or an assistant clerk.
• For a Melchizedek Priesthood ordination,
the stake clerk or any stake assistant clerk
(this person should also make sure the stake
clerk records the ordination in MLS).
Creating and Sending a Message
1. On the MLS menu bar, click Reports/Forms.
Click Messages. At the bottom of the screen,
click Create Message.
2. In the Type field, click the desired button
(Finance, Membership, Stake, or [for stakes]
Unit to Unit).
3. If you selected Stake or Unit to Unit, click
Address Book, and choose where you want to
send this message by clicking the box by the
unit leader’s name. If the unit leader’s name is
not listed, click Add in the upper right corner,
and input the name.
4. In the From field, enter your name (if it is not
already there).
5. In the Subject field, enter a brief subject heading.
6. In the Message area, type the message. Click
Save. The message will be sent the next time
you use Send/Receive Changes.
Forms
Officers Sustained
The Officers Sustained form is completed
before a stake or ward conference and then read
from the pulpit during the conference so that
members may sustain their stake or ward officers.
1. On the MLS menu bar, click Reports/Forms.
Click Officers Sustained Forms. Click Print
Form.
2. From the list that appears, click the Officers
Sustained form that fits your unit. The choices
are:
• Officers Sustained—Branch in Mission
• Officers Sustained―Branch in Stake
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8. For all but Melchizedek Priesthood ordinations,
the representative gives the completed form to
the ward clerk (if the ward clerk was not the one
to fill it out) so that he may enter the ordinance
information in MLS.
9. For Melchizedek Priesthood ordinations, the
representative gives the completed form to the
stake clerk (if the stake clerk was not the one to
fill it out) so that he may enter the ordinance
information in MLS.
Telephone and E-mail Directory, Abbreviated
Directory, or Directory of Members.
Each of the three types of member directories
serves a different purpose.
Telephone and E-mail Directory:
The Telephone and E-mail Directory lists the
head of household and spouse and their telephone
number. It is the most simple of the three directories.
Note the following:
• To display the Telephone and E-mail
Directory, on the MLS menu bar, click
Reports/Forms. Click Telephone and Email Directory.
• To bring a name to the top of the list, enter a
name in the Find Household field.
• To list the directory by telephone number
(low to high), click the Phone column
header.
• To list the directory by e-mail address
(alphabetically), click the E-mail column
header.
• (Stakes only) To list the directory by ward,
click the Ward column header.
• To resize columns, place the mouse pointer
between column heads, click and hold, and
then drag left or right.
• To print the directory, click Print at the
bottom of the screen.
Reports and Directories
Action and Interview List
The action and interview list is a report showing
members who need to be interviewed and other
members who fall into special categories, such as
potential missionary couples. Some of the
interviews may be done by the bishop’s counselors,
while others may be done only by the bishop
himself.
The lists are:
• Children approaching baptism
• Baptized but not confirmed
• Unbaptized members
• Overdue Aaronic Priesthood ordinations
• Young men approaching missions
• Men who have not served a mission
• Potential missionary couples
• Bishop’s youth interviews
• Bishopric counselor youth interviews
• Young single adult interviews
To print the Bishopric Action and Interview List:
1. On the MLS menu bar, click Reports/Forms.
Click Other Lists. Click Action and Interview
List.
2. In the Sections to Show field, click the down
arrow and select which list or lists you want to
view. In addition to the list above, you can also
choose:
• All sections
• All regular interviews
• All sections except regular interviews
3. To print the selected lists, click Print at the
bottom of the screen.
Abbreviated Directory:
The Abbreviated Directory lists the head of
household and the spouse, the telephone number,
the address, and the e-mail address. This is the
directory most members use to interact with other
members of the ward. Note the following:
• To display the Abbreviated Directory, on the
MLS menu bar, click Reports/Forms. Click
Abbreviated Directory.
• (Stakes only) In the Unit field, click the
down arrow, and choose which ward or
branch you want on the directory (you may
also choose All).
• To bring a name to the top of the list, enter a
name in the Find Household field.
• To change the order of information in a
column, click the column header.
Directories
To reach the member directories, on the MLS
menu bar, click Reports/Forms. You may select
17
•
•
For most auxiliaries it is possible to add a class.
For auxiliaries such as Young Women and the
Relief Society, after you click the name of the
auxiliary, you will see an Add Class or Add Group
button at the bottom of the screen.
For Sunday School and Primary, there is no
button. However, after you click either Sunday
School or Primary, there will be a section on the
screen called “Classes.” In this section you will find
an Add Class link.
To resize the columns, place the mouse
pointer between column heads, click and
hold, and then drag left or right.
To print the Abbreviated Directory, click
Print at the bottom of the screen.
Directory of Members:
The Directory of Members lists households. It
shows the name of each member of the household,
the address, and the telephone number. This
directory is sorted by head of household. The
Directory of Members may be particularly helpful
to priesthood and auxiliary leaders. Note the
following:
• To display the Directory of Members, on the
MLS menu bar, click Reports/Forms. Click
Directory of Members.
• (Stakes only) In the Ward field, click the
down arrow and choose which ward you
want on the directory (you may also choose
All).
• To bring a household name to the top of the
list, enter a name in the Find Household
field.
• To change the items shown on the directory,
click Customize. Click or unclick the items
you want to include on or remove from the
directory. Click OK.
• To resize columns, place the mouse pointer
between column heads, click and hold, and
then drag left or right.
• To print the Directory of Members, click
Print at the bottom of the screen.
Class Rolls and Lists:
On the MLS menu bar, click Organizations.
Select the name of the organization you want to
print a roll or list for.
For all priesthood quorums and groups and all
auxiliaries except Sunday School and Primary, after
you click the organization you want, there will be a
section called “Members” for each class on the
screen. In this section there is a Print link.
Click the Print link, and a window will appear
that allows you to choose the kind of roll or list you
will print. The choices are:
•
•
•
•
•
Attendance Roll
Birthday List
Standard Class List
Abbreviated Class List
Phone Number List
For Sunday School and Primary, you must first
click Class Members on the left side of the screen.
Then you can find the “Members” section and click
the Print link. In the window where you print rolls
and lists:
1. In the List Type to Print field, click the down
arrow. Click the kind of roll or list you want to
print.
2. In the “Options” section of the window, select
the options you want for this roll or list.
3. At the bottom of the window, click Print.
Priesthood and Auxiliary Class Rolls and
Lists
Adding Classes:
To show the links to the various quorums,
groups, and auxiliaries, on the MLS menu bar, click
Organizations. Click the name of the organization
you want.
For all priesthood organizations except high
priests, you can add a quorum. This is equivalent to
adding a class. You must have the approval of the
proper ward or stake leader to add a quorum. After
you click the name of the priesthood organization
(elders, priests, and so forth), you will see an Add
Quorum button at the bottom of the screen.
Callings by Organization Report
1. On the MLS menu bar, click Organizations.
Click Reports/Tools. Click Callings by
Organization.
2. In the Show field, click the down arrow. Click
the organization you want to print a report for.
To print a report for all organizations, click All.
18
Note: Even if you click All, the report will show
only those organizations that have callings
recorded.
3. At the bottom of the screen, click Print.
New Member Report
The New Member Report shows whether each
convert of the last 24 months has:
• Been assigned home teachers.
• Received the priesthood (for males 12 years
or older).
• Been assigned a responsibility or calling.
This report can be used in priesthood executive
committee or ward correlation council meetings to
discuss the progress of new members of the Church
living in the ward boundaries.
1. On the MLS menu bar, click Reports/Forms.
Click Reports/Tools. Click New Member
Report.
2. Complete the report. The fields in the New
Member Report are completed as follows:
• Name, Sex, Age, Confirmed—Information
provided by the member record after it is
received by MLS.
• Priesthood—Information appears in this
column after the clerk records a new male
member’s priesthood ordination in MLS.
• Home Teachers—Home teachers are shown
in this column after they are entered in the
home teaching section of MLS by the
appropriate quorum or group leadership.
• Responsibility or Calling—Information
appears in this column after the clerk
records the new member’s calling in MLS.
3. To print the New Member Report, click the
Print button at the bottom of the screen.
Quarterly Report
Complete the Quarterly Report during the first
month of a new quarter, using information from the
last month of the previous quarter. For example, in
January, gather and enter information about
December from quorum and auxiliary secretaries or
leaders and from other clerks. Complete the report
before the 15th of the first month of the quarter.
Quarterly reports are due by January 15, April 15,
July 15, and October 15.
1. On the MLS menu bar, click Reports/Forms.
Click Reports/Tools. Click Quarterly Report.
2. On lines 2, 4, 6, 8, 10, 11, 13, 15, 17, 19, 21, 24,
and 25, fill in the information gathered from
quorum, group, and auxiliary secretaries and
leaders and from other clerks and the bishopric.
On lines 24 and 25, click Edit to complete the
information.
• Calculate the average sacrament meeting
attendance by adding the total number
attending each sacrament meeting during the
last month of the quarter and dividing by the
number of meetings held. Count all persons
attending sacrament meeting, including
members, nonmembers, visitors,
missionaries, and babies. Do not count any
members not in attendance, such as
members serving missions, members
performing other Church assignments, or
members attending other wards.
• For class attendance (priesthood, Relief
Society, Young Women, and so on), count
each person who attended at least once
during the last month of the quarter.
3. To view a list of members corresponding to any
given line of the report, click the line title in
blue text. To print the list, click Print.
4. If you want to read an explanation for any line,
click the Question Mark icon on that line.
5. To transmit the Quarterly Report to the stake
and the administrative office, click Send/
Receive Changes on the panel that contains
your unit’s name.
Donor Statements
Each donor should be given a year-to-date
statement a month before tithing settlement. Each
donor should also be given a year-end tax-valid
statement after the year ends. Both kinds of
statements can be printed from the same screen.
1. On the MLS menu bar, click Finance. Click
Finance Reports. Click Donor Statements.
2. If necessary, use the Fiscal Year field to select
the appropriate year.
3. Use the Type of Report field to select the report
you want.
4. To print a statement for everyone in the
household, click the By Household box so that
a check mark appears.
19
5. To select the donor statements to print, click the
box next to the name of each donor. To select
all donors, click Select All.
6. To print the statements, click the Print button at
the bottom of the screen.
Create Custom Reports:
1. On the MLS menu bar, click Reports/Forms.
Click Reports/Tools. Click Custom Reports.
2. Click Add Report.
3. In the Name field, enter the name you want to
call this report (such as Returned Missionary).
In the Description field, add a short description
if needed.
4. Click Add Criteria.
5. In the window that appears, click on a criterion
for your report. (For this example, we would
click Member Status.) Click OK.
6. Use the Compare Operation and Value fields to
define your criteria. (For this example, we
would select is and Returned Missionary.
7. If necessary, add a value by clicking More.
Repeat step 6 as needed.
8. Add as many criteria as needed to identify the
members who will be on the custom report. For
example, if you are looking for Melchizedek
Priesthood holders who can conduct music, you
would need two criteria lines.
9. When finished adding criteria, click Next.
10. In the Columns section, click the check box next
to each item you want in a column on your
report. Use the Move Up and Move Down
buttons to arrange the order of items in a
column.
11. In the Set Column Widths section, click Select.
To adjust column sizes, place the mouse arrow
between column headings, click and hold, and
drag the edge of the column right or left. When
finished, click Close.
12. Click Close. Click Save.
Individual Ordinance Summaries (IOS)
Members of the Church should not be given
copies of their membership records. However, any
member can be given a copy of his or her Individual
Ordinance Summary (IOS). This document has
most of the same information as the membership
record, including all ordinances performed and the
date they were performed.
Members should be given a copy of their IOS
once a year during tithing settlement so they may
check the information for accuracy. Any mistakes
on the IOS should be reported to the ward clerk.
Members who want to register for the stake and
ward websites will also need a copy of the IOS. The
member number and confirmation date are required
to register. Both of these are found on the IOS.
1. On the MLS menu bar, click Membership.
Click Print Records. Click Individual’s IOS.
Note: If you want to print an entire family’s
summaries, click Household’s IOS.
2. To select summaries to print, click the box next
to the member’s name. To select all summaries
to print, click Select All.
3. Click Print Selected IOS Reports at the
bottom of the screen.
Custom Reports
Custom reports can generate lists of members
using a wide range of criteria. Examples of possible
custom reports are:
• Members who served in the same mission.
• Members with a particular talent, such as
playing the piano.
• Members who do cabinet work.
A leader might use multiple criteria, such as all
high priests with a particular mission language.
Priesthood leaders may use these custom reports to
select members to serve in a particular calling.
The Custom Reports screen allows you to use
many criteria that are already in the MLS records,
such as confirmation date, marriage date, and
endowment status.
Use Custom Criteria:
You can also create your own custom criteria to
use in these reports. To create custom reports with
your own custom criteria, you must do two things:
1. Complete the Custom Talents and Interests
fields in the system options.
2. Complete the Custom Member Fields for each
active member of your ward.
Complete the Talents and Interests Fields:
1. On the panel with your unit name, click System
Options. On the left side of the screen, click
Members.
2. The Talents and Interests panel will appear on
the screen, containing talents and interests that
20
come listed with MLS. This panel cannot be
edited. Click Custom Talents and Interests.
3. Click one of the available Not Defined fields. In
the Add Talent window, enter the name of a
talent or interest not already listed in MLS (for
example, “Tax Preparation”). Click Save.
4. Repeat step 3 for other talents and interests.
5. When finished entering custom talents and
interests, click Close.
Seminary and Institute
Seminary Enrollment Progress
This report lists the youth of seminary age. It helps
priesthood leaders to “encourage all youth of the
appropriate age (generally 14-18) to participate in
seminary” (Handbook 1, 1.11.4). It may also be
printed and given to seminary personnel and stake
supervisors to assist them in their assignments.
1. In the Other Resources pane, click
Seminaries and Institutes, click Seminary
Enrollment Progress.
2. Select the Beginning Age, Ending Age, and
School Year fields (Current Year or Next
Year).
3. For each youth on the list, update the
information in the Seminary Year column.
The down arrow will permit the user to
select the youth’s year in seminary from the
list.
4. Click the magnifying glass icon and choose
the school the youth attends or will attend
based on the School Year field set in #2
above. Then click OK. If the school is not
on the list, click the Add button and add the
needed information.
5. When information for all youth has been
entered, click the Print button at the bottom
of the screen. This report may be provided
to the Seminary representatives.
Complete the Custom Member Fields for Each
Active Member:
1. On the MLS menu bar, click Membership.
Click Custom Member Fields.
2. On the window that appears, click the name of
the member for whom you want to add talents
and interests. Click OK.
3. In the upper right corner of the screen, click
Add.
4. On the Add Talent or Interest window, click a
talent or interest you want to appear on this
member’s record. Click OK.
5. When finished, click Close.
6. Repeat this procedure for every talent you want
to list for every member.
Membership Record Validation Report
This report lists errors and warnings found in
the membership records assigned to your unit. Make
corrections to these errors and warnings as soon as
possible. If a record has an error (not a warning), no
other changes may be made to that record until the
error is fixed.
1. On the MLS menu bar, click Membership.
Click Membership Validation Report.
2. Click the name of the person who has the error
or the warning.
3. On the member record, correct the information
that has the error or warning.
Note: If there is no way to fix the error or
respond to the warning, you may click Ignore at
the end of the line; however, all attempts to
correct the problem should be made before
resorting to this.
4. When finished making corrections, click Close.
Released-Time Preregistration
This form is used to collect and enter information
regarding the upcoming school year (year in
seminary and school attending). As this information
is gathered and entered into MLS, ward leaders are
able to receive regular updates to each seminary
student’s enrollment, attendance, and completion
status.
1. In the Other Resources pane, click
Seminaries and Institutes, click ReleasedTime Preregistration.
2. Select the Beginning Age, Ending Age, and
School Year (Current Year or Next Year).
3. Click the check box next to the name of
each youth for whom a form is needed (or
click Select All at the bottom of the screen
to print a form for all youth).
21
4. At the bottom of the screen, click the Print
button.
5. Ask a parent or guardian to complete and
sign the form.
6. Use the information on the collected forms
(school name and grade) to complete or
update the fields in the Seminary Enrollment
Progress screen.
7. Give the forms to the seminary
representative or to another representative
designated by the stake.
assigned counselor determines the worthiness of
each candidate prior to graduation. If the bishop
needs additional time beyond seminary graduation
to resolve worthiness issues, the diploma or
certificate should be kept by the bishop. It may then
be awarded by the bishop when appropriate.
Institute Enrollment Progress
“Weekday gospel study classes can help young
single adults strengthen their faith and testimonies.
All young single adults should be encouraged to
attend institute classes, whether they are attending
school or not.” (Letter from the First Presidency
dated April 21, 2011)
This worksheet is used by stake and ward leaders to
counsel together to help young single adults enroll
in institute and to report on those efforts. Stake and
ward leaders work closely with local Institute
personnel in an effort to invite each individual to
enroll. The following general schedule should be
followed as we invite enrollment in institute.
1. Three months before the beginning of the
post-secondary school year this worksheet
should be printed.
2. Ward leaders discuss those individuals on the
list and make assignments for inviting each
young single adult to enroll in institute.
3. One month before the beginning of the postsecondary school year;
a. Enter the individual’s location or
school information into MLS.
b. Provide a copy of this worksheet to
the stake leadership.
c. Provide a copy of this worksheet to
the institute representative.
Identification of the institute location or school
attending enables leaders and institute personnel to
encourage participation in institute where the young
single adult is living.
1. In the Other Resources pane, click
Seminaries and Institutes, click Institute
Enrollment Progress.
2. Enter the institute location or school
attending for each young single adult, if
known. Click the magnifying glass icon,
choose the location or school from the list,
and click OK. If the institution is not on the
list, click Add and add the needed
information.
Seminary Attendance Report
The Seminary Attendance Report provides regular
updates regarding the seminary student’s enrollment,
attendance, and completion status. The report is
updated each time you use Send/Receive Changes.
Bishoprics and youth leaders should review the
report periodically. The report lists youth that have
had their ‘Seminary Year’ designated in the
Seminary Enrollment Process screen.
1. In the Other Resources pane, click
Seminaries and Institutes, click Seminary
Attendance Report.
2. At the bottom of the screen, click the Print
button.
Seminary Graduation Report
The Seminary Graduation Report is provided to
help bishoprics with seminary graduation. The
report lists the names of youth that have met the
academic requirements necessary to graduate from
Seminary. This list can be used to help indicate to
the bishop the individuals that need a worthiness
interview before a seminary graduation diploma can
be presented. This list is updated each time you use
Send/Receive Changes.
1. In the Other Resources pane, click
Seminaries and Institutes, click Seminary
Graduation Report.
2. At the bottom of the screen, click on the
Print button.
In order to graduate from seminary, students must:
• Complete certain academic and attendance
requirements.
• Have a priesthood worthiness clearance.
(Handbook 1, 11.2.3.)
Youth listed on this report have met the academic
requirements for graduation. The bishop or an
22
3. Click Save.
4. At the bottom of the screen, click the Print
button.
5. Use this worksheet to record invitations to
young single adults to attend institute and to
counsel with others on the best ways to
encourage participation. This report should
be provided to Institute representatives.
Users and Rights
Assigning Rights
Each MLS user is assigned rights by the MLS
administrator (normally the ward clerk). Assigning
these rights causes certain information to appear in
the MLS program when the user logs in. For
example, only those users with administrative or
finance rights can enter donations in MLS. Other
users do not see the option to enter donations.
Rights can be assigned or removed. Rights are
assigned when a new user is recorded in MLS. For
example, a new finance clerk would be assigned
finance rights as part of the process of recording
him as a user.
Rights can also be changed later by the
administrator.
Institute Attendance Report
The Institute Attendance Report is updated
periodically by Seminaries and Institutes and
downloaded to MLS when you use Send/Receive
Changes. Bishoprics and other ward leaders should
review the report periodically to monitor each
young single adult’s participation in institute.
1. In the Other Resources pane, click
Seminaries and Institutes, click Institute
Attendance Report.
2. At the bottom of the screen, click the Print
button.
Adding Users
1. On the panel containing the unit name, click
System Options. The Users section of system
options will appear.
2. On the screen, click Add User.
Note: If you want to change rights for an
existing user, click the user’s name on this
screen.
3. Click either Member of Unit or Out-of-Unit
Administrator. An out-of-unit administrator is
someone from the stake (such as the stake
technology specialist) who can gain access to
help fix problems in MLS.
4. In the User Name field, enter the user name for
this member (example: John Jones).
5. Click Select to the right of the member field.
6. Choose the member name from the list, and
click OK.
7. In the New Password field, have the member
enter the password he or she will use to log in to
MLS.
8. In the Retype New Password field, have the
member enter again his or her new password.
9. Click the check box next to the set of rights to
MLS that this user will have.
• Admin—Bishop and ward clerk
• Finance—Clerk assigned to finances,
bishopric members
• Edit Membership—clerk assigned to
membership records
Institute Graduation Report
The information on the Institute Graduation Report
is provided by Seminaries and Institutes and
downloaded to MLS when you use Send/Receive
Changes. The report lists the names of young single
adults that have met the academic requirements
necessary to receive a certificate or graduation
diploma from Institute. This list can be used to help
indicate to the bishop which young single adults
need a worthiness interview before an institute
certificate or diploma can be presented
1. In the Other Resources pane, click
Seminaries and Institutes, click Institute
Graduation Report.
2. At the bottom of the screen, click on the
Print button.
In order to graduate from institute, students must:
• Complete certain academic requirements.
• Have a priesthood worthiness clearance.
(Handbook 1, 11.2.3)
The students who appear on this report have met the
academic requirements for graduation. The bishop
or an assigned counselor determines the worthiness
of each candidate prior to graduation. If the bishop
needs additional time beyond institute graduation to
resolve worthiness issues, the diploma or certificate
is kept by the bishop. It could then be awarded by
the bishop when appropriate.
23
A password is initially assigned by the MLS
administrator when a user is added to the system
(see previous column). Each user should change his
or her password periodically.
Passwords must be at least 8 characters long and
contain at least one letter and one number. To
change a password, do the following:
1. On the panel containing the unit name, click
Change Password.
2. In the Old Password field, enter the password
you are currently using.
3. In the New Password field, enter the password
you want to begin using.
4. In the Retype New Password field, enter the
same password you entered in step 3.
5. Click Save.
View Membership—Bishopric members
Organization—Bishopric members,
auxiliary and quorum leaders, and
secretaries.
• View Recommends—Bishopric members
and ward clerk
Edit Recommends—(Stake only) Stake
Stake presidency members, stake clerk, and
assistant stake clerks assigned to activate or
edit temple recommend information.
10. Click Save.
•
•
Passwords
Each MLS user should have his or her own
password. Do not assign generic or group
passwords to be used by more than one person.
24
Appendix A
Member and Leader Services (MLS)
Membership and Financial Policies
Contents
Duties of Stake and Ward Clerks ......................A-2
Overview of MLS .............................................A-2
System Log In ...................................................A-2
Security .............................................................A-2
Organizations ..................................................... A-8
Prior Marriage Information ........................... A-8
Sensitive Information .................................... A-8
Software Changes .......................................... A-8
Temple Ordinance Updates ........................... A-8
General MLS Information.........................A-3
Finances .......................................................... A-8
Overview ..........................................................A-2
Budget Allowance ......................................... A-8
Tithing and Donations ................................... A-9
Fast-Offering Donations ................................ A-9
Using the “Other” Category .......................... A-9
Paying for Online Store Purchases through the
ward or branch .............................................. A-9
Recording Tithing and Donations ............... A-10
Making the Bank Deposit ............................ A-10
Urgent Tasks .....................................................A-3
Sorting Reports .................................................A-3
Stake Data Transfer...........................................A-3
Unit-to-Unit Messaging ....................................A-3
Membership Records...................................A-3
Confidential Nature of Member Records ..........A-3
Duties of the Clerk Assigned to
Member Records ............................................A-4
Getting Help ......................................................A-4
Members of Record...........................................A-4
Receiving Membership Records .......................A-4
Membership Record Updates ............................A-5
Out-of-Unit Member Records ...........................A-5
Nonmember Records ........................................A-5
Blessing a Child from Another Ward ...............A-5
Convert Records................................................A-5
Banking Policies ......................................... A11
Handling Returned Checks .......................... A-11
Stopping Payment on a Check..................... A-11
Voiding a Check .......................................... A-11
Tithing Settlement .................................... A-12
Tithing Status Definitions ........................... A-12
Special Cases ............................................... A-12
Ward Division or Boundary Change ........... A-13
Discontinued Wards .................................... A-13
Stake Procedures ......................................... A-13
Moving Membership Records ..................A-6
Requesting Membership Records .....................A-6
Moving Member Records from the Ward .........A-6
Full-Time Missionaries .....................................A-6
Youth Away from Home ..................................A-6
Members with Leadership Assignments ...........A-6
Members in the Military ...................................A-6
Miscellaneous Financial Policies ......... A-14
Checks ......................................................... A-14
Computer Failure ......................................... A-14
Discontinued Ward ...................................... A-15
Missionary Financial Support for Wards
on the Equalized Payment Program .......... A-15
Outstanding Checks ..................................... A-17
Property Tax Exemption ............................. A-17
Records Management .................................. A-18
Reimbursements .......................................... A-18
Stake Income ............................................... A-18
Tithing and Other Offering Amounts
Are Confidential ....................................... A-18
Tithing and Other Offerings Slips
Problems ...................................................... A-18
Miscellaneous Membership Policies .......A-6
Certificates and Forms ......................................A-6
Custom Reporting .............................................A-6
Data Export .......................................................A-7
Duplicate Membership Records ........................A-7
Full-Time Missions ...........................................A-7
Head of Household ...........................................A-7
Marriages ..........................................................A-7
Name Changes ..................................................A-7
Not Accountable ...............................................A-7
English approval. 6/11. 06763
© Intellectual Reserve, Inc. All rights reserved.
A-1
Overview
Duties of Stake and Ward Clerks
The stake clerk and assistant stake clerk should become experts at using the Member and Leader Services
(MLS) software and should ensure that ward and assistant ward clerks are trained to use the system. The ward
clerk should consult with the stake clerk if he has questions about MLS. The stake clerk should contact Church
headquarters if he needs additional information or help. The stake clerk can request help by sending an MLS
message to his service center.
Overview of MLS
MLS is for use by unit leaders, clerks, auxiliary and quorum leaders, and secretaries at both the ward and
stake levels. MLS allows users to:
• Record donations
• Record payments for orders from the Church Online Store (where available)
• Account for budgets, income, and expenses
• Record changes to membership records
• Move membership records from one ward to another
• Print reports, directories, action lists, and checks
• Keep track of temple recommends
• Record ordinances and print certificates
• Organize callings and classes for auxiliaries and quorums
• Create boundary realignment models for the stake
• Print and transmit the Quarterly Report
• Record tithing declarations and print and transmit the Tithing Declaration Report
• Print official year-end donation receipts
System Log In
Each member using MLS must log in to the system using his or her own user ID and password. Each user
will see a different set of menus depending on his or her system access rights.
Security
1. System administrator. The unit leader assigns an MLS system administrator for his unit. The system
administrator maintains the list of MLS users and controls the security rights for those users. When MLS is
installed at the ward level, the stake administrator should also be given an out-of-unit administrator account
on the ward level. This will allow someone from the stake to assist the ward users as necessary.
2. Passwords. User passwords should not be shared. Each user should change his or her password periodically,
at least once a quarter. Passwords must be at least eight characters long and must contain at least one
alphabetic character and one numeric character.
3. Those who may use MLS. On the stake level, the stake presidency, stake executive secretary, and stake
clerk and assistant stake clerks may be given access to MLS. On the ward level, the bishopric, executive
secretary, ward clerk and assistant clerks, and quorum and auxiliary leaders and their secretaries may be
given access to MLS.
4. User rights. An MLS user should receive only those rights needed to perform his or her calling. For
example, those who use MLS to enter donations (such as a unit leader, his counselors, and the finance clerk)
should have “Finance” rights. As members receive new callings or are released from callings, their access
rights to MLS should be changed to reflect their current callings. The rights that may be assigned to MLS
users include:
a. Administrative. All MLS functions are available, including the right to add or delete new users.
A-2
b. Edit Membership. At the ward level, gives the rights to view and change membership data. At the stake
level, gives the right only to view membership data.
c. Finance. Gives the rights to view and change financial data and the right to view membership data.
d. Organization. Gives the rights to view and update organizational data, such as callings within an
auxiliary or quorum.
e. View Membership. Gives the right to view basic membership data but not the right to update it.
f. Edit Recommends. At the stake level, gives the right to enter or edit temple recommend information.
g. View Recommends. At the stake or ward level, gives the right to view temple recommend information.
General MLS Information
Urgent Tasks
If you have overdue or unfinished tasks, a notification box pops up when you sign in to MLS. This box
allows you to navigate to the area of MLS where the urgent task may be performed.
Sorting Reports
Most reports can be sequenced in various ways by clicking on column headers. The first time you click a
column header, the data in the column is sorted alphabetically. If you click the same column header again, the
information is sorted in the reverse order. You can also change column widths by placing the mouse pointer on
the line between column headers, clicking and holding, and then dragging the line left or right.
Stake Data Transfer
Each time the ward does a Send/Receive Changes that contains membership data, the membership data is
sent to the stake as well. After it arrives at the administrative office and is processed, it is sent to both the stake
and ward MLS. This process will be unnoticeable to the ward. If the stake needs ward data at other times the
ward may send its data by clicking the File drop-down menu and selecting Send Membership Data to Stake.
This, however, sends only limited membership data.
Stakes also have the ability to request a membership update from the administrative office. However,
caution should be used because the stake will receive only basic membership data. Much of the enhanced data
previously sent directly from the ward will be erased.
Unit-to-Unit Messaging
The stake may send messages to the wards, and the wards may send messages to the stake. It is also possible
to send messages between the ward or stake and Church headquarters.
Membership Records
Confidential Nature of Membership Records
Membership records are confidential. Only the following people should have access to a member’s record:
• The member (in the presence of the bishop or clerk assigned to membership records)
• Bishopric members
• Ward clerk
• Assistant ward clerks
• Parents of the member (in the presence of the bishop or clerk assigned to member records) if:
a. The parents have legal custody
b. The child is under 18
c. The child is living in the same household
Only the bishopric and clerks have access to all membership information in MLS. By using a password,
priesthood and auxiliary leaders can access MLS information pertinent to their organizations, but they will not
have access to the complete membership database.
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Wards may print an Individual Ordinance Summary (IOS) for each member. This IOS contains much of the
same information as the membership record. The member may keep the IOS.
Duties of the Clerk Assigned to Member Records
The clerk assigned to member records works under the bishop’s direction. The clerk’s duties are to:
1. Create new membership records for children under age eight.
2. Keep official membership records up to date.
3. Request membership records when members move into the ward.
4. Transfer membership records when members move from the ward.
5. Prepare certificates of blessing, baptism and confirmation, and Aaronic Priesthood ordinations.
6. Print general ward membership directories, action lists, and statistical reports as requested.
7. Print organization lists and rolls or help auxiliary and priesthood leaders print their own lists and rolls.
8. Provide help, as requested, to priesthood and Relief Society leaders in using MLS to support home and
visiting teaching.
9. Maintain, as requested, Church calling information.
10. Generate the Quarterly Report.
Getting Help
If you have questions about MLS that are not answered by this manual, you may contact the stake
technology specialist or the stake clerk. The stake clerk may contact Church headquarters.
You may also send questions about MLS over the modem or Internet using the MLS messages feature. MLS
Support will respond to these messages within two working days. To create and send messages:
1. On the main MLS screen, click Messages.
2. Click Create Message at the bottom of the screen.
3. After creating the message, click Send Messages at the bottom of the screen.
Members of Record
For statistical and reporting purposes, the following persons are members of record and should have a
membership record:
1. Those who have been baptized and confirmed.
2. Those under age nine who have been blessed but not baptized.
3. Those who are not accountable (see “Not Accountable” in this document).
4. Unblessed children under age eight when:
• Two member parents request you create a record.
• One member parent requests you create a record and the nonmember parent gives permission.
A person who is nine years of age or older who has a membership record but has not been baptized and
confirmed is not considered a member of record. However, the bishop keeps the membership record until the
person is 18. At that time if the person chooses not be baptized despite being given every opportunity, the
bishop, with written permission from the stake president, may cancel the membership record. He should not,
however, cancel membership records of persons not considered accountable because of mental disabilities.
Receiving Membership Records
Every member of the Church has an official Church membership record maintained in a headquarters
membership office. A copy of each membership record assigned to the ward is maintained in the MLS
membership record file. Copies may be printed by MLS on plain letter-size paper. When you receive a
membership record electronically from the administrative office:
1. Check the accuracy of the records for converts and children.
2. Give the bishop the records for converts and for members moving into the ward, as well as the records
with confidential information (such as a disfellowshipment).
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The bishop should file the records with confidential information in his confidential files. He can use the
records of converts and members moving in for fellowshipping purposes.
Printed membership records that are not needed should be destroyed in a manner that makes it impossible to
reconstruct them.
Membership Record Updates
•
•
Membership Record Transaction Reports. When membership record transactions are created and
transmitted to the administrative office, a Membership Record Transaction Report will automatically print.
Keep this report and compare it with Membership Record Update Reports you receive from the
administrative office electronically. Verify that your transactions were processed correctly.
Membership Record Update Reports. When you receive updates to the member records from the
administrative office electronically, the Membership Record Update Report will print. You should compare
this to the Membership Record Transaction Reports to see that the transactions were processed correctly by
the administrative office.
Out-of-Unit Member Records
You can create an out-of-unit member record in MLS for a member whose membership record is not in the
ward but who has a calling in the ward. Examples are the bishop of a student ward or a branch president who is
a full-time missionary.
The actual member record should remain in the member’s home ward. When the calling is concluded, the
out-of-unit member record should be removed.
Nonmember Records
Create a nonmember record only when the nonmember is related to a member of your ward and you have
the permission of the nonmember. These records will be kept in your ward’s computer only and are not
transmitted to the administrative office.
Information on nonmember records will not appear on organization lists and rolls because the organization
profiles do not include nonmembers. Nonmembers will appear on family-type reports such as the directory of
members, the telephone and e-mail directory, and so forth.
Blessing a Child from Another Ward
When a child being blessed is from another ward, you should still:
• Create the Child Blessing Record
• Print the Child Blessing Certificate (the bishop of your ward signs the certificate).
When you record the information in MLS, you should use the head of house information for the child’s
parent and use the child’s home ward unit name and number. The administrative office will send the new record
to the home ward. If you cannot follow this procedure, create the Child Blessing Record and mail it to the
administrative office.
Convert Records
Converts to the Church are persons who are nine years of age or older when they are both baptized and
confirmed. In addition, an eight-year-old child whose parents are not members or who was baptized at the same
time as the parents is also considered a convert.
The mission office should create records for new members. You should receive the new record over the
modem or through the Internet within two weeks. If you do not receive the record within two weeks, contact the
mission office. If you create the convert membership record in MLS, use the information on the Baptism and
Confirmation Record. Do not record a baptism without both a baptism date and a confirmation date.
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Moving Membership Records
Requesting Membership Records
Membership records should be kept in the ward where a member lives. Records may be sent to young single
adult wards and specific language wards if the stake is in the area covered by these wards (some specialized
wards cover a large geographical area that includes several stakes). Exceptions require the consent of the
bishops and stake presidents involved and approval from the First Presidency.
Moving Membership Records from the Ward
Move a membership record out of the ward when the member no longer lives in the boundaries of your
ward and will be gone longer than three months.
If local leaders are unsure where a membership record should be (such as for a member in a hospital for an
extended stay or for a member without a permanent address), they should keep the record in the ward that can
best meet the needs of the member.
Full-Time Missionaries
The membership record of a full-time missionary should be kept in the missionary’s home ward. This is
generally the ward where the parents live.
Youth Away from Home
When a youth leaves home to go to work or school, you should move the membership record to his or her
new ward.
Members with Leadership Assignments
When members are called to leadership assignments in other wards and are not required to move, keep the
membership records in the home ward. If a member has a leadership assignment that requires moving to a new
home for more than three months and there are children involved, move the records of the family to the new
ward.
Members in the Military
When a member joins the military, keep the membership record in the ward until he or she completes basic
training. After the member completes basic training, move the record to the ward serving the member’s
permanent duty station. Be sure to include the military post office address if known. If a member is assigned to
a combat zone, the record is usually kept in the ward that supports the duty station. The location of a military
group can change rapidly.
Miscellaneous Membership Policies
Certificates and Forms
You can prepare and print membership-related certificates and forms in MLS. On the MLS menu bar, click
Reports/Forms. Click either Certificates or the name of the form you want.
Custom Reporting
In MLS there is a set of predefined talents and interests available to assign to members. You may also assign
custom talents and interests to members to enhance custom reporting. To assign custom talents, on the MLS
drop-down menu bar, click Membership. On the menu that drops down, click Custom Member Fields.
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Data Export
You may export selected MLS data to use in a spreadsheet or a handheld computer application. Click the
File drop-down menu and select Export. The first four selections on the list that appears are comma-separated
files (.csv) that may be loaded into a spreadsheet or any application that accepts this type of file. The last two
file types on the list can also be exported as .csv files or as vCard files for Palm handheld computers.
To load these files, go to the Palm Desktop application. Click the Address feature. Add categories for
family data and individual data. While in the family data category, click the File―Import menu option to bring
up a file selection box. Change the Files of Type field to “Comma Separated (*.csv, *.txt).” Go to the folder
containing the file called “PalmFamily.csv” that you created from the MLS export. Select this file and click
Import to load the data into the Palm Desktop file. When the files are loaded into the Palm Desktop application,
hot sync with the handheld unit and the data will be transferred. Names are listed in the address list of the
handheld in the category you selected. Tap the name to see the detail information. In some areas, MLS data
exports may be restricted because of data privacy laws.
Duplicate Membership Records
If you have more than one membership record for the same member but each record has a different member
record number, keep the most correct record and delete all others. Use the “Cancel Record” feature of MLS.
Full-Time Missions
Outside the United States and Canada, record full-time missions on the membership record as soon as
possible after the member is set apart. Record only one full-time mission. This will usually be the member’s
first mission, but members may choose which full-time mission or Church-service calling they would like
recorded.
In the United States and Canada, do not record missions. The Missionary Department will add the mission
to the missionary’s record after he or she has been in the mission field for two months.
Head of Household
The head of a household should be the member to whom all the other household members are tied in the
records. In MLS, the head of household is usually the husband or father, whether he is a member of the Church
or not. In certain cases, the head of household may also be another member parent, a single member, or a
member child whose parents are not members.
Marriages
Both temple and civil marriages should be recorded on membership records. Temple marriages are recorded
by the temple, and the records are updated through the administrative office. When recording a civil marriage,
enter the spouse’s membership record number if possible. When a spouse’s record number is present on a
membership record, the spouse’s name or maiden name will automatically be retrieved from the spouse’s record
at the administrative office. Marriage dates and places are kept in both spouses’ membership records.
Name Changes
When a member has legally changed his or her name, make the change on the membership record as soon as
possible. Follow this same procedure to correct spelling or typographical errors. The bishop should make sure
all legal requirements have been completed.
Not Accountable
If a member with mental or physical limitations is not able to knowingly repent, the member is considered
not accountable and is not baptized. Only the bishop can make this determination. Not accountable status cannot
be used for members who have already been baptized and confirmed, and cannot be put on a membership
record until a person is age eight or older.
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Organizations
Organization positions and classes have standardized names in MLS. You can add custom organizations and
positions to the standard organizations. On the MLS drop-down menu bar, click Organizations. On the menu
that drops down, click the name of the organization wanted. The Add Position links are available to add both
standard positions and custom positions.
Prior Marriage Information
Only the official record at the administrative office contains prior marriage information for members. The
record stored in MLS does not. It has information only about a current or deceased spouse. It will, however,
indicate if a member is sealed to a prior spouse.
If you are creating a record for a convert, include prior spouse information. This is, however, usually done
by the mission office.
Sensitive Information
Certain information in MLS and on membership records is considered sensitive, such as birth year of adults;
temple recommend status; and sealing, endowment, and disciplinary information. Under the direction of the
bishop, quorum and auxiliary leaders should receive only the information they need to fulfill their callings.
Software Changes
In MLS, software changes are made automatically when you send and receive changes. You will receive a
message that the software change has been made and that you should restart your computer. You may also
receive a message explaining the changes.
Temple Ordinance Updates
Temple ordinance information for living members is sent from the temple directly to the administrative
office to update the membership record. The ward should receive and updated record within two weeks after the
temple ordinance.
If an updated membership record with the temple ordinance data has not been received within two weeks,
you can submit the change. However, the administrative office will match the information with the temple’s
information before making the change.
Finances
Budget Allowance
The budget allowance is an amount of money the administrative office gives to a stake. (In the United States
and Canada, the administrative office is Church headquarters.) The amount given to the stake is based on
sacrament meeting attendance reported on the Quarterly Report by the wards in the stake. Additional amounts
are given based on the number of Primary children, young women, young men, and young single adults in the
stake. The stake president distributes percentages of this money to each ward based on need. This money comes
from tithing funds and is used by stakes and wards to pay for programs and activities.
The following principles govern the budget allowance:
1. The budget allowance program was created to reduce financial and time burdens on members.
2. Members should not pay or be assessed fees to participate in Church activities.
3. If necessary, priesthood and auxiliary leaders should reduce and simplify activities to stay within the
budget allowance.
4. Expenditures must be approved by the stake presidency or bishopric.
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Tithing and Donations
Tithing and other donations are normally received by members of the bishopric. A donor completes a
Tithing and Other Offerings slip, places the slip and money in a tithing envelope, and gives it to a member of
the bishopric. It may also be mailed to the bishop. Each week the clerk assigned to finances and a member of
the bishopric (or two members of the bishopric) account for the donations. A member of the bishopric and
another Melchizedek Priesthood holder put the money in the bank. Some countries, however, have additional
acceptable methods to receive donations.
Fast-Offering Donations
Fast offerings are sometimes collected by members of the Aaronic Priesthood going door-to-door in pairs
and handing out fast-offering envelopes. Each envelope contains a Tithing and Other Offerings slip. A donor
may record the amount of his or her fast offering and place the slip and money in the fast-offering envelope
while the members of the Aaronic Priesthood wait. The members of the Aaronic Priesthood then give these
envelopes to a member of the bishopric, who includes them with other donations when recording donations on
Sunday. Only fast offerings may be gathered in this manner.
Using the “Other” Category
The “Other” category of your checking account is used for pass-through funds, which are funds generally raised
or collected to pay for goods or services not covered by budget funds. In areas where members and others can
pay for Church Online Store orders through the ward or branch, use the Other Category and Online Store
Purchases subcategory to process the order.
Examples of pass-through funds may include Church magazines or Young Women camp. These funds are
deposited and then disbursed by check. Most pass through quickly, although some may accumulate if they are
earmarked for a future activity. Funds collected and not used should be returned to the donors. If funds in the
“Other” category drop to a negative balance, use budget funds to bring the balance back to zero. Do not use
budget funds for Pay through Ward or Branch Online Store orders.
Paying for Online Store Purchases through the ward or branch (Where Available)
Where available, members and others who do not have a bank card or checking account can order items from
the Church Online Store and pay for them through their local ward or branch using cash and coins.
To pay for Online Store purchases through the ward or branch the person placing the order will:
1. Go to store.lds.org.
2. Select the appropriate country.
The country selection is near the lower right-hand corner of the window, next to the language name.
They might have to scroll down to see it.
3. Sign in using their LDS Account.
4. Add the desired materials to their cart.
5. Click Checkout.
6. Under Select Payment Type, choose Pay through Ward or Branch.
7. Print the Quote Receipt.
8. Put their cash and the printed Quote Receipt in an envelope, seal the envelope, and give it to a member
of your bishopric or branch presidency. The envelope should not be a Tithing and Other Offerings
envelope.
Bishopric members and clerks account for and process online store purchase funds by entering the Quote
Receipt number and amount in MLS using the Other Category-Online Store Purchases subcategory. To
prevent confusion, process all Online Store orders together, and all tithing and other offerings together. Tithing
and other offerings and Online Store purchases can be included in the same batch.
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If an envelope (not a Tithing and Other Offerings envelope) has the person's name on it and money inside but
without a Quote Receipt, the clerk or bishopric member should attempt to contact the person immediately to
find out what the funds are for. If the funds are for an Online Store order, the person should provide the Quote
Receipt. If the person cannot be contacted immediately, the ward clerk, accompanied by a member of the
bishopric, should return the money to the person. No money should be left with a ward clerk, a member of the bishopric, or in a Church building. If an envelope has funds in it and there is neither a Tithing and Other Offerings slip nor a Quote Receipt in it
and the bishopric member can identify which person who gave him the envelope, clerk or bishopric member
should immediately contact the person and ask what the funds are for. If the person who gave the bishopric
member the envelope cannot be identified, complete a Tithing and Other Offering slip and process the money as
a tithing donation in the name of an anonymous donor.
If the amount of money in the envelope is less than the Quote Receipt, the clerk or bishopric member should
contact the person immediately to get the correct funds. If member cannot be contacted, the clerk and a
bishopric member should return the money to the person. If the amount of money in the envelope is more than
the Quote Receipt, the clerk and a bishopric member should return the money to the person.
Do not refund any money for Online Store orders. The person requesting the refund should contact the Global
Services Center to request the refund.
The Quote Receipt number and the amount for the order will appear on the unit financial reports.
Recording Tithing and Donations (and online store purchase payments, where available)
After tithing and other donations are received each Sunday, a member of the bishopric and the clerk
assigned to finances (or two members of the bishopric) record and account for these donations and Online Store
order payments. They do the following:
1. Open all collected tithing envelopes, fast-offering envelopes, and online store purchase payment
envelopes.
2. If there are errors or discrepancies between the amount of money in the envelope and the amount
recorded on the slip, contact the donor as soon as possible to resolve it.
3. Enter amounts from the slips in MLS.
4. Stack the slips in one pile. Separate currency, coins, and checks into three separate piles.
Making the Bank Deposit
1. After the clerk and a member of the bishopric (or two members of the bishopric) authorize the donation
information, MLS prompts them to print the Deposit Report. There are two parts to this report: the bank
copy and the ward copy. The two people who counted and verified the donations should initial the ward
copy of the Deposit Report where indicated.
2. After printing this report, two persons prepare the bank deposit. This will include the checks, the currency,
the coins, and the bank copy of the Deposit Report. The amounts of the checks, currency, and coins should
match the amounts listed on the Deposit Report.
3. The clerk and a member of the bishopric (or two members of the bishopric) prepare a deposit slip and keep a
copy of the deposit slip for the ward files.
Note: Do not print each check amount on the deposit slip (unless required by the bank); print only the total
of all checks, total currency, and total coins. The amount of each check is included on the bank copy of the
Deposit Report.
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4. The two members preparing the deposit put the deposit slip, the funds, and the bank copy of the Deposit
Report in the bank bag. A member of the bishopric and another Melchizedek Priesthood holder make the
deposit on the same day where possible. If not possible, follow deposit instructions from the area controller.
Banking Policies
Handling Returned Checks
A returned check is a donor’s check that was deposited, but for which the bank refused payment because
of insufficient funds, a closed account, or some other reason. The following happens with returned checks:
1. Church headquarters adjusts the donor’s record for the amount of the check and the categories he or she
contributed to.
2. The next time the donor’s local unit uses Send/Receive Changes, the adjustments are entered into MLS
automatically.
3. Church headquarters generates a letter to the donor that explains the returned check and which amounts
were adjusted in his or her records. The returned check is attached to the letter and sent to the donor.
The local unit and local unit clerk take no action in regards to a returned check.
Stopping Payment on a Check
Stop payment on any check that is lost, stolen, or canceled and no longer in your possession. Do this
immediately when a check is lost or stolen. Contact your financial institution (in the United States and Canada,
contact Church headquarters). Give the following information as appropriate:
• Name of your unit
• Checking account number
• Date of the check
• Name of the payee on the check
• Exact amount of the check
• Check number
• Reason for stop payment
• Replacement check number
• Your name and daytime telephone number
If the check was recorded in MLS, adjust the check amount to zero. To do this, on the MLS drop-down
menu bar, click Finance. Click View/Update Expenses. In the reference number column, click the check
number. When the Expense screen comes up with the details of the check, click Void. Click Continue and enter
the reason for the adjustment, such as “Lost Check” or “Stolen Check.” Click OK.
Voiding a Check
If a check has been printed but not given to the payee, there is no need to request a stop payment if there is a
problem with the check. If the check is no longer needed for the purpose for which it was printed, void the
check in MLS as follows:
1. Tear out and destroy the signature lines on the check.
2. By hand, print “VOID” on the check and any copies.
3. File the voided check in numerical order with the other expense documents.
4. Void the check in MLS. To do this, on the MLS drop-down menu bar, click Finance. Click
View/Update Expenses. In the reference number column, click the check number. When the Expense
screen comes up with the details of the check, click Void. Click Continue and enter the reason for the
adjustment as “Check Never Issued.” Click OK.
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Tithing Settlement
Tithing settlement is an opportunity for each ward member to meet with the bishop to make sure his or her
donation records are correct and to declare to the bishop his or her tithing status. It gives the bishop an
opportunity to discuss with families the principle of tithing, encourage a generous fast offering, and discuss
other financial and spiritual matters.
There is a tithing settlement lesson for many languages on LDS.org. From the home page, follow this path:
Menu > Service > Serving in the Church > Melchizedek Priesthood > Leader Resources > RecordKeeping and Auditing Training. From this page, first choose your language. Then look for the lesson titled
“Tithing Settlement.” This lesson will take you through the steps of tithing settlement.
If the tithing settlement lesson is not available in your language, you should receive instructions from your
administrative office.
Tithing Status Definitions
1. Full-Tithe Payer. All donors whose tithing is “ ‘one-tenth of all their interest annually,’ which is
understood to mean income” (First Presidency Letter, Mar. 19, 1970; see also D&C 119.4).
• Tithing status is normally the same for husband and wife who donate together. It may be different if they
donate separately.
• Converts baptized during the year who have paid a full tithe since baptism are full-tithe payers.
• Full-time missionaries serving from your ward are full-tithe payers. (However, missionaries should pay
tithing on personal income beyond the amounts they receive for their support.)
• Members entirely dependent upon Church welfare assistance are full-tithe payers.
• Some members may have paid tithing to Church headquarters or in a previous ward. These donors
should declare tithing status in the ward where they live at the time of tithing settlement.
2. Part-Tithe Payer. All donors who have paid tithing but the amount is less than a full tithe.
3. Exempt-Tithe Payer. All donors who have no income and have not contributed to tithing funds but declare
they would have paid a full tithe if they had income. Full-time missionaries are not exempt-tithe payers.
They are full-tithe payers. A married donor with no income should be reported the same as the spouse
unless the member declares otherwise. Only the member can make the declaration of Exempt. The bishop
cannot make this declaration for the member.
4. Non-Tithe Payer. Ward members who have not contributed tithing during the year and are not exempt from
paying tithing.
Special Cases
1. Those in the ward who contributed but did not attend tithing settlement. The bishop should complete a
Tithing Settlement Statement for each donor who contributed but did not attend tithing settlement. The
bishop should declare the tithing status and make sure the status is entered in MLS. Deliver or mail
statements to those you have addresses for. Keep the rest for a year in case the donors ask for them.
2. Those in the ward who did not contribute. The bishop should declare a tithing status for every member of
the ward whether they contributed tithing and donations or not, including all children. He should make sure
the status of each member is entered in MLS.
3. Members who died. Print statements but do not record a tithing status unless the member died after tithing
settlement. If the member’s name appears on the Tithing Declaration Report, enter “Deceased” in the Notes
column on the Tithing Declaration Report. Deliver or mail the statement to the donor’s spouse or family.
4. Members from your ward serving full-time missions. Mark the tithing status as “Full-tithe” on the
Tithing Settlement Statement. Print “On mission” in the Notes column on the Tithing Declaration Report.
Give the statement to the missionary’s parents or mail the statement to the missionary.
5. Donors who contribute in kind or directly to Church headquarters. There will be no amounts on the
Tithing Settlement Statement for these donors. Print “Donated in kind” or “Donated to headquarters” in the
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6.
7.
8.
9.
Notes column on the Tithing Declaration Report. The bishop should also record the member’s tithing status
declaration.
Donors who are not members of the ward. Do not complete the tithing status. Deliver or mail statements
to those you have addresses for. Keep the rest for one year in case donors ask for them.
Young single adults. If young single adults have their membership records in young single adult wards,
encourage them to attend tithing settlement in the young single adult wards. Tithing status must be declared
by the bishop of the ward where their membership records are.
Donors with two residences. Those who spend part of the year at one residence and part of the year at
another should attend tithing settlement in the ward where their membership record is located during tithing
settlement.
Statements for organizations. Print statements but do not complete the tithing status. Deliver or mail
statements to those you have addresses for. Keep the rest for one year in case organizations ask for them.
Ward Division or Boundary Change
If there has been a ward division or boundary change that affects tithing settlement, do the following.
At the time of the ward division or boundary change, the clerk of the former ward should:
1. Print Tithing Settlement Statements for members whose membership records were transferred out of the
ward.
2. Give the Tithing Settlement Statements to the bishop or clerk of the new ward.
The clerk of the new ward should:
1. Deliver or mail statements received from the former ward to donors. Do not record on these statements
tithing and offerings submitted in the new ward.
2. Print statements on the new ward’s computer for tithing and offerings received since the donor has been
attending the new ward.
The bishop of the new ward conducts tithing settlement for donors assigned to the new ward.
Discontinued Wards
At the time a ward is discontinued, the stake should receive for each member the Tithing and Other
Offerings Statement and official tax-valid statement from the bishop or clerk of the ward being discontinued.
The stake president should distribute these statements to the bishops in the wards where the members are
assigned to attend.
The clerk should transmit the Tithing Declaration Report to the administrative office no matter what time of
the year the ward is discontinued.
Donors should attend tithing settlement in the ward where they live when tithing settlement is held.
Stake Procedures
The stake president should receive the Tithing Declaration Report from each ward by January 31. The stake
president (or stake clerk, if assigned) reviews each report by doing the following:
1. Make sure that:
• The ward recorded tithing status for each member on the report or made a note explaining why they
did not (such as “Moved”).
• Tithing status is marked for those who are living in the ward at the end of the year. Tithing status
should not be marked for those who have moved out of the ward.
• Full-time missionaries with membership records in the ward are recorded as full-tithe payers.
• Ward members who paid tithing in kind or paid directly to Church headquarters have their status
recorded.
2. If a ward’s information does not seem reasonable or correct, follow up with the ward clerk. If changes
are made in the ward computer, have the ward clerk print a new Tithing Declaration Report for the stake
president and a corrected official tax statement for each donor affected.
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3. When the report is correct, file the printed report in the stake president’s confidential file. Keep the
report for as many years as are required by local laws for financial records.
Miscellaneous Financial Policies
Checks
1. Two authorized signers. Two authorized signers sign each check. One must be a member of the bishopric
(for ward clerks) or stake presidency (for stake clerks).
2. Filed by month. File the stub portion of the check in numerical order by month, and keep it for the number
of years prescribed by the area office. This will normally be no less than three years.
3. Blank checks. Never sign a blank check.
4. Tax amounts on the check. In some countries or states or provinces of a country, the Church must pay
local taxes. You must enter the amount of the tax on your expenses screen in MLS under the Category and
Amount fields.
5. Improper disbursements. Stakes and wards should not print the following kinds of checks:
• Checks from fast-offering funds that are signed by the person receiving the assistance. The bishop
should not authorize fast-offering assistance to himself without consulting the stake president.
• Checks used to pay off a member’s consumer debt.
• Checks to missionaries who are on the equalized payment program. The only checks that may be written
from the ward missionary fund are to help support older couples or Church-service missionaries called
from the ward, when their personal funds are insufficient to cover the cost of their missions. The stake
president may also direct the ward to write a check from the ward missionary fund to the stake or to
another ward in the stake.
• Checks from specially collected funds that are not authorized, such as “Other” funds collected to help a
needy family (help for the needy is a fast-offering expense and should not be collected separately).
• Checks to return donations to the donor. Stake and ward leaders are not authorized to return donations to
donors.
Computer Failure
If the computer or other electronic equipment used to run MLS fails and cannot be restored within four
weeks, and no temporary computer is available, do the following:
1. If replacement equipment or repairs are necessary, contact the stake technology specialist. He will work
with the administrative office to get the computer operational as quickly as possible.
2. Until the computer is operational again, account for tithing and other offerings using an adding machine
tape. Do the following:
a. With a member of the bishopric or stake presidency, open each donation envelope and make sure
that on the Tithing and Other Offerings slip the category amounts added together equal the total
amount and that the actual money is the same amount as the total reported on the slip.
b. Put all the money in one stack and all the Tithing and Other Offerings slips in another stack.
c. Use the adding machine to balance the amounts on the slips. You should have the following totals:
• Tithing and Other Offerings slips total*
• Tithing amount total
• Fast offering amount total
• Ward missionary amount total
• General missionary amount total
• Book of Mormon amount total
• Humanitarian aid amount total
• Temple construction amount total
• Perpetual education amount total
A-14
Other (specify) amount total
All category totals added together*
*The totals from the two underlined items should be the same.
Count the money and complete a deposit slip. The total amount of the money should be the same as the
two underlined items above.
Deposit the money in the bank the same day you prepare the deposit slip. Use a night depository when
depositing on Sunday.
File the adding machine tape, a copy of the deposit slip, and the Tithing and Other Offerings slips
together in a weekly file.
Telephone the administrative office for instructions on writing and recording checks.
When the computer is working again, do the following:
a. Restore the data to the computer from a removable storage medium such as a flash drive. To do this,
under the File drop-down menu, click Restore from a File.
b. For batches missing from the restored data, type each week’s Tithing and Other Offerings slips
amounts in the computer as a separate batch. There should be a separate batch for each individual
deposit made while the computer was inoperative.
c. Put the ward copy of the Deposit Report and the Tithing and Offerings Batch Report in the same file
with the adding machine tape that was used to keep track of the deposit while the computer was
inoperative.
•
•
3.
4.
5.
6.
7.
Discontinued Ward
If the ward is discontinued, do the following:
1. Print the Tithing and Other Offerings Statements for each donor and give them to the stake president.
2. Print the official tax statements for each donor and give them to the stake president.
3. Transmit the Tithing Declaration Report to the administrative office no matter what time of the year the
ward is discontinued.
4. Destroy the unused check stock.
5. Turn in financial records to the stake clerk. This includes any backups on removable storage media. The
stake should keep the records for the time required for financial records by local laws.
Missionary Financial Support for Wards on the Equalized Payment Program
General guidelines:
Wards with full-time single proselyting missionaries on the equalized missionary payment program pay the
same amount each month for each missionary no matter where the missionary serves. The general procedure is
given below:
1. The ward provides an equal amount each month for each missionary called from the ward. To have the
necessary funds available, bishops accept donations from missionaries, their families and friends, and
from all ward members. If necessary, the stake president or bishop may ask stake or ward members to
help support these missionaries by contributing to the ward missionary fund. However, Church leaders
are not to solicit funds for any purpose, including the support of missionaries, outside the boundaries of
their own Church units.
2. Each month, the ward pays the administrative office the monthly amount for each missionary. In some
countries, the administrative office automatically charges the ward checking account the monthly
amount for each missionary.
3. Church headquarters distributes the money to missions as need. The mission gives the missionary a
monthly amount based on living costs in the mission area. This may be less or more than the monthly
amount deposited in the ward account.
4. This monthly procedure occurs 18 times for sister missionaries and 24 times for elders.
A-15
Note: Full-time missionary couples (regardless of assignment), full-time single missionaries who are not
serving proselyting missions, and those on Church-service missionary assignments are not affected by this
equalized funding procedure. These missionaries, to the extent that they are able, should pay their necessary
expenses directly from their own personal resources and should not contribute the amounts for those expenses
to the Church as missionary contributions.
To the extent that missionaries are unable to provide directly all of their own support, they may be assisted
from the ward missionary fund if funds are available. The bishop may encourage and accept contributions from
any other source within the ward to the ward missionary fund to maintain a reasonable reserve for this purpose.
Ward missionary funds should not be used to send additional money to missionaries who are covered by the
equalized funding procedure or to fund any other ward or stake missionary activities. As with all contributions
to the Church, donations for missionary service belong to the Lord and may not be refunded to contributors.
Monthly amount:
The monthly amount represents the average cost of supporting missionaries worldwide as approved by the
First Presidency and is subject to change depending on general economic conditions. If the monthly amount
changes, stake presidents and bishops will be informed by a letter from Church headquarters.
Charges to the ward checking account:
For those wards that have their monthly amounts automatically taken out of their accounts by the
administrative office, each missionary’s subcategory in the Ward Missionary account will be charged the
equalized monthly payment amount. This charge will begin in the month the missionary enters the MTC. The
bishop will receive information about the monthly amount when he receives notification of the missionary’s call.
Each missionary’s Ward Missionary subcategory will be charged the first Thursday of every month.
Bishops should make sure there are enough funds in the account by that time.
Donations:
Donations should be in the ward account by the end of the month previous to the month the missionary
enters the MTC. For example, if the missionary enters the MTC in March, donations should be in the ward
account by the end of February.
Change in the missionary’s home ward:
When a missionary’s home ward changes (such as when his or her parents move), wards should use the
following guidelines:
1. The bishop of the missionary’s previous ward should notify the bishop of the new ward that his ward is
now the missionary’s home ward. The bishop of the former ward cannot transfer financial responsibility
for the missionary’s support to the new ward unless the bishop of the new ward agrees and willingly
accepts the responsibility for the support. Then either bishop may notify the administrative office of the
change.
2. When the primary support is being supplied by the parents of the missionary, they should contribute
support funds to the new ward. If the new ward does not agree to accept responsibility, responsibility
continues with the old ward.
Extensions:
If a missionary receives an extension of 15 days or more past the 24-month time period for elders or the 18month time period for sisters, an additional payment will be charged to the ward account for each month
thereafter.
Other missionary finance guidelines:
1. Contributions to the ward missionary fund that have not been used when a missionary is released should be
kept in the ward missionary fund and used as needed. Never refund missionary contributions to a donor.
A-16
2. The bishop, with the stake presidency, should determine when ward missionary funds exceed reasonable
ward or stake needs. Any excess should be sent to the administrative office by check or by letter indicating
the amount of excess by unit.
3. If there is a need to redistribute missionary funds within the stake, it may be done one of three ways
depending on the area:
• Wards having excess missionary funds print a check and give it to the stake. The stake then prints
checks for wards needing additional missionary funds.
• The stake sends a letter to the administrative office with the amount to redistribute and to whom.
• Stakes enter a transfer in MLS.
Outstanding Checks
Checks printed by the stake or ward that have not been cashed in a reasonable amount of time are called
outstanding checks. For checks that have been outstanding for six months or more, do the following:
1. Contact the payee to see why the check has not been cashed. If the payee wants to (1) cash the check or
(2) donate the check back to the Church, print a replacement check for the payee. Void the original
check in MLS.
2. If the payee says the check is a duplicate payment made in error, void the check.
3. If you cannot locate the payee, void the check in MLS. (Units in the United States should see the step
below.)
4. If your stake or ward is in the United States, you are subject to unclaimed property laws if you cannot
find the payee. Do not void the check. Church headquarters will provide additional instructions by letter.
Property Tax Exemption
In many countries the Church may obtain exemption from property taxes on most ecclesiastical properties
used for exempt purposes. The Church Tax Administration handles all property tax filings and payment for
Church properties. Therefore, all property tax correspondence, including bills, valuation notices, and so forth
should be forwarded immediately to the Church Tax Administration Division.
Wards should not do anything to endanger the Church’s tax-exempt status. Such actions could have
repercussions far beyond the stake borders. Wards must not:
1. Rent out meetinghouses or parking lots.
2. Rent out meetinghouses for events such as wedding receptions and reunions. Members may use
meetinghouses at no cost for these kinds of events.
3. Use Church property for the sale of commercial items or for any commercial purpose.
4. Conduct unauthorized fund-raising activities on Church property.
5. Advertise social events to the general public and charge admission.
6. Have a mandatory charge to any social activity.
Records Management
1. Protect all information against unauthorized access, change, destruction, or disclosure. Highly sensitive
records, including computer printouts and removable storage media, (1) should never be left unattended
when they are being used and (2) should be kept in a locked drawer or cabinet in the bishop’s or stake
president’s office when not in use.
2. Keep records for the length of time required by national and local laws for financial records. The area
office can tell you what this length of time is.
3. Do not discard or destroy records that may have historical value. Contact the Church History
Department about such records, and they will decide the disposition of them. Destroy other records that
are no longer needed in such a way that they cannot be reconstructed.
A-17
Reimbursements
Normally the stake president, bishop, and stake and ward leaders using stake or ward funds should (1)
determine the amount needed, (2) make sure the expense is approved by the stake president or bishop, and (3)
have the clerk prepare the check and get the proper signatures.
A receipt should be given to the clerk as proof of purchase.
When members seek reimbursement for items purchased with their own funds, they should give the clerk or
a member of the stake presidency or bishopric a receipt or invoice showing the amount and date of the purchase.
If a receipt or invoice is not available, the member should make a full written explanation of the expense,
including the date. The bishop or stake president should approve any reimbursement. The clerk can then prepare
a reimbursement check and get the proper signatures.
Stake Income
The stake president gives income for the stake to a member of the stake presidency; he in turn works with
the clerk to make sure all funds are accounted for.
Stakes normally accept (1) surplus funds from the wards, (2) funds for the “Other” category to pay for
expenses for authorized activities and fees, (3) funds for authorized family history centers, or (4) returned
unspent budget funds. Member donations should be made at the ward level.
During the week, the stake presidency receives money from various sources. All income should be recorded
on a Tithing and Other Offerings slip. Some income will already have a slip with it. For income that has no slip,
the clerk should fill out a slip and give the “copy for the member” to the person or organization giving the
income.
Tithing and Offering Amounts Are Confidential
Stake and ward financial information is confidential. Only the stake or ward clerk, assistant clerks, and the
stake president or bishop and his counselors should know the amount of tithing and offerings paid by a donor or
other organization. Under no circumstances should this information be given to unauthorized persons.
Tithing and Other Offerings Slips Problems
1. No Tithing and Other Offerings slip in the envelope. Prepare a Tithing and Other Offerings slip for the
amount of money in the envelope, and print the word “Unknown” in the name block on the slip. Enter the
entire amount in “Tithing” on the slip and in MLS.
2. The Tithing and Other Offerings slip has amounts but no name. Print the word “Unknown” in the name
block of the slip and deposit the amounts to the correct categories.
3. The amount in the envelope is more than the amount on the Tithing and Other Offerings slip. Contact
the member immediately for clarification. If the person cannot be contacted immediately, a member of the
bishopric and the clerk should return the money to the person as soon as possible.
A-18
Appendix B
Member and Leader Services (MLS) Menu Structure
How to Find What You Want to Do in MLS
The Member and Leader Services (MLS) software uses two different menu structures to help you navigate:
• The MLS main menu bar
• The MLS on-screen links
The main menu bar
The main menu bar is located at the top of the screen in MLS. These menus are “drop-down” menus, meaning
that when you click on one of the menu names, the selections in that menu drop down under the menu name.
You can then move your mouse arrow and select the one you want. The example below is for the Telephone
Directory.
The MLS on-screen links
The MLS on-screen links take you from one menu to another or from a menu to a screen. The links are blue
underlined text. Some panels that contain links may also contain the word More as a link. Clicking More will
take you to another screen of MLS links.
How the menu structure works
There are three columns. The left column contains a list of tasks you may want to look up. The middle column
contains the method for accessing the task by using the MLS menu bar. The right column contains the method
for accessing the task by using the MLS on-screen links.
Look at the example below to see how this works. The task you are looking for is “Enter Expenses.” The middle
column tells you that in the MLS main menu bar, you need to click Finance. In the drop-down menu that
appears, click Enter Expenses. The middle column also gives you a keyboard shortcut (Ctrl+E) to access the
screen for entering expenses. The right column tells you that to use the MLS on-screen links, on the Finances
panel you need to click Enter Expenses. However, you will be able to access tasks in MLS only if you have
been given the rights. If you cannot access a task and think you should be able to, talk to your MLS
administrator.
To go to:
Enter Expenses
Using the MLS menu bar
Finance > Enter Expenses, or press Ctrl+E
B-1
Using the MLS on-screen links
Finances > Enter Expenses, or press Ctrl+E
To go to:
Using the MLS menu bar
Using the MLS on-screen links
A
Abbreviated Directory
Lists > Abbreviated Directory
Reports/Forms > Abbreviated Directory
Action and Interview
List
Lists > Other Lists > Action and Interview List
Reports/Forms > Action and Interview List
Activation Report
(Temple Recommend)
Membership > Temple Recommends >
Activation Report
Membership Records > More > Temple
Recommends > Activation Report
Add or Update Budget
Categories
Finance > Budget > Add/Update Categories
Finances > More > Budget > Add/Update
Categories
Add or Update Donors
Finance > Add/Update Donors
Finances > Donations > Add/Update Donors
Add or Update FastOffering Recipients
Finance > Fast Offerings > Add/Update
Recipients
Finances > Fast Offering > Add/Update
Recipients
Add or Update Payees
Finance > Add/Update Payees
Finances > Expenses > Add/Update Payees
Adult Members Not
Endowed
Membership > Temple Recommends > Adult
Members Not Endowed
Membership Records > More > Temple
Recommends > More > Adult Members Not
Endowed
Application to the First
Presidency
Other Resources > Confidential Forms >
Application to the First Presidency
Other Resources > Confidential Forms >
Application to the First Presidency
B
Backup to a File
Baptism
Baptism and
Confirmation Record
Form (Print)
File > Backup to a File
―――
―――
Membership Records > Record Ordinances >
Baptism [Select from list]
Lists > Forms/Certificates >Print Form [Select
from List: Baptism and Confirmation Record]
Reports/Forms > More > Forms/Certificates >
Print Form [Select from list: Baptism and
Confirmation Record]
Baptism—Child with
Record Baptism
―――
Membership Records > Record Ordinances >
Baptism > Child with Record Baptism
Baptism—Child
without Record
Baptism
―――
Membership Records > Record Ordinances >
Baptism > Child without Record Baptism
Baptism Record
(Consent Version)
Other Resources > Confidential Forms >
Baptism Record (Consent Version)
Other Resources > Confidential Forms >
Baptism Record (Consent Version)
Baptism Record for
Readmission
Other Resources > Confidential Forms >
Baptism Record for Readmission
Other Resources > Confidential Forms >
Baptism Record for Readmission
Beehives
Organizations > Young Women > Beehives
Organizations > More > Young Women >
Beehives
Birthday List
Lists > Other Lists > Birthday List
Reports/Forms > More > Lists > Birthday List
Bishopric
Organizations > Bishopric
Organizations > More > Bishopric/Other
Callings > Bishopric
Bishopric Action and
Interview List
Lists > Other Lists > Action and Interview List
Reports/Forms > Action and Interview List
Blessing—Record
Child Blessing
Membership > Ordinances > Record Child
Blessing
Membership Records > Record Ordinances >
Child Blessing > Record Child Blessing
Boundary Realignment
(Moves)
Membership > Boundary Realignment
Membership Records > More > Moves >
Boundary Realignment
B-2
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Boy Scouts
Organizations > Boy Scouts
Organizations > More > Bishopric/Other
Callings > Boy Scouts
Budget
Finance > Budget [Select View/Edit Budget,
Budget Report, or Add/Update Categories]
Finances > More > Budget [Select View/Edit
Budget, Budget Report, or Add/Update
Categories]
Budget—Add or
Update Categories
Finance > Budget > Add/Update Categories
Finances > More > Budget > Add/Update
Categories
Budget Report
Finance > Budget > Budget Report
Finances > More > Budget > Budget Report
Budget—View or Edit
Budget
Finance > Budget > View/Edit Budget
Finances > More > Budget > View/Edit Budget
C
Callings by
Organization
Organizations > Reports > Calling by
Organization
Organizations > More > Reports > Callings by
Organization
Callings—Members
with Callings
Organizations > Reports > Members with
Callings
Organizations > More > Reports > Members
with Callings
Callings—Members
with Callings
Organizations > Reports > Members without
Callings
Organizations > More > Reports > Members
without Callings
Callings—Other
Callings
Organizations > Other Callings
Organizations > More > Bishopric/Other
Callings > Other Callings
Cancel Record
Membership > Records > Cancel Record
Membership Records > More > View and
Update > More > Other Record Changes >
Cancel Record
Certificates (Print)
Lists > Forms/Certificates > Print Certificate
[Available certificates: Baptism and
Confirmation, Child Blessing, Deacon
Ordination, Teacher Ordination, Priest
Ordination, Elder Ordination, High Priest
Ordination]
Reports/Forms > More > Forms/Certificates >
Print Certificate [Available certificates:
Baptism and Confirmation, Child Blessing,
Deacon Ordination, Teacher Ordination, Priest
Ordination, Elder Ordination, High Priest
Ordination]
Change Password
Edit > Change Password
Unit Name > Change Password
Check for Updates
Help > Check for Updates
Child Blessing
Membership > Ordinances > Record Child
Blessing
Membership Records > Record Ordinances >
Child Blessing > Record Child Blessing
Child Blessing Record
Form (Print)
Lists > Forms/Certificates > Print Certificate
[Available certificates: Baptism and
Confirmation, Child Blessing, Deacon
Ordination, Teacher Ordination, Priest
Ordination, Elder Ordination, High Priest
Ordination]
Reports/Forms > More > Forms/Certificates >
Print Certificate [Available certificates:
Baptism and Confirmation, Child Blessing,
Deacon Ordination, Teacher Ordination, Priest
Ordination, Elder Ordination, High Priest
Ordination]
―――
Child with Record
Baptism
―――
Membership Records > Record Ordinances >
Baptism > Child with Record Baptism
Child without Record
Baptism
―――
Membership Records > Record Ordinances >
Baptism > Child without Record Baptism
Church Educational
System
Other Resources > Church Educational
System [Select from lists]
Other Resources > Church Educational
System [Select from lists]
Confidential Forms
Other Resources > Confidential Forms [Select
from list of forms]
Other Resources > Confidential Forms [Select
from list of forms]
B-3
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Convert Baptism
Membership > Ordinances > Convert Baptism
Membership Records > Record Ordinances >
Baptism > Convert Baptism
Copy to Clipboard
Edit > Copy to Clipboard
―――
Copy to File
Edit > Copy to File
―――
Create Out of Unit
Member
Membership > Records > Out of Unit Member
Record
Membership Records > More > Create
Records > Out of Unit Member Record
Current Recommend
Holders
Membership > Temple Recommends > View
Recommends
Membership Records > More > Temple
Recommends > View Recommends
Custom Member
Fields
Membership > Custom Member Fields
Membership Records > More > View and
Update > More > View and Update > Custom
Member Fields
Custom Reports
Membership > Custom Reports
Reports/Forms > More > Reports > Custom
Reports
D
Deacons
Organizations > Young Men > Deacons
Organizations > More > Young Men >
Deacons
Death of a Member
Membership > Records > Death of a Member
Membership Records > More > View and
Update > More > Other Record Changes >
Death of a Member
Directory of Members
Lists > Directory of Members
Reports/Forms > More > Directories >
Directory of Members
Donations—Enter
Donations
Finance > Enter Donations, or press Ctrl+D
Finances > Enter Donations, or press Ctrl+D
Donations—View or
Update Donations
Finance > View/Update Donations
Finances > View/Update Donations
Donors—Add or
Update Donors
Finance > Add/Update Donors
Finances > More > Donations > Add/Update
Donors
Donor Statements
Finance > Finance Reports > Donor
Statements
Finances > More > Reports/Reconcile >
Donor Statements
E
Elders
Organizations > Elders
Organizations > Elders
Endowment without
Recommend
Membership > Temple Recommends >
Endowed without Recommend
Membership Records > More > Temple
Recommends > Endowed without
Recommend
Endowment—Record
Endowment
―――
Membership Records > Record Ordinances >
Temple > Record Endowment
Enter Donations
Finance > Enter Donations, or press Ctrl+D
Finances > Enter Donations, or press Ctrl+D
Enter Expenses
Finance > Enter Expenses, or press Ctrl+E
Finances > Enter Expenses, or press Ctrl+E
Enter Home Teaching
Visits
Organizations > HT Reporting > Enter HT
Visits
Organizations > Home and Visiting Teaching
> HT Reporting > Enter HT Visits
Enter Tithing
Declarations
Finance > Tithing Settlement > Tithing
Declarations > Enter Tithing Declarations
Finances > More > Donations > Tithing
Settlement > Tithing Declarations > Enter
Tithing Declarations
B-4
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Enter Transfers
Finance > Enter Transfers, or press Ctrl+F
Finances > More > Transfers > Enter
Transfers, or press Ctrl+F
Enter Visiting
Teaching Contacts
Organizations > VT Reporting > Enter VT
Contacts
Organizations > Home and Visiting Teaching
> VT Reporting > Enter VT Contacts
Exit
File > Exit, or press Ctrl+Q
Click Exit on bottom left of screen
Expenses—Add or
Update Payees
Finance > Add/Update Payees
Finances > More > Expenses > Add/Update
Payees
Expenses—Enter
Expenses
Finance > Enter Expenses or press Ctrl+E
Finances > Enter Expenses or press Ctrl+E
Expenses—View or
Update Expenses
Finance > View/Update Expenses
Finances > More > Expenses > View/Update
Expenses
Export
File > Export
―――
F
Fast Offerings
Finance > Fast Offerings [Select Recipient
Report or Add/Update Recipients]
Finances > More > Fast Offering [Select
Recipient Report or Add/Update Recipients]
Fast Offerings—Add or
Update Recipients
Finance > Fast Offerings > Add/Update
Recipients
Finances> More > Fast Offering > Add/Update
Recipients
Fast Offerings—
Recipient Report
Finance > Fast Offerings > Recipient Report
Finances> More > Fast Offering > Recipient
Report
Finance Record
Transaction Report
File > Finance Record Transaction Report
Finance Reports
Finance > Finance Reports [Select Donor
Statements or Income and Expense Report]
Frequently Asked
Questions
Help > Frequently Asked Questions [Not
available in all languages]
―――
Finances > More > Reports/Reconcile [Select
Donor Statements or Income and Expense
Report]
―――
G
Geo Codes—
Household Geo Codes
Membership > Household Geo Codes
Membership Records > More > View and
Update > More > View and Update >
Household Geo Codes
H
Help
Help > Help or press F1
―――
High Priests
Organizations > High Priests
Organizations > High Priests
Home and Visiting
Teaching
Organizations > [Select from HT Organization,
HT Reporting, VT Organization, or VT
Reporting menus]
Organizations > Home and Visiting Teaching
> [Select from HT Organization, HT Reporting,
VT Organization, or VT Reporting menus]
Home Teaching—
Enter HT Visits
Organizations > HT Reporting > Enter HT
Visits
Organizations > Home and Visiting Teaching
> HT Reporting > Enter HT Visits
Home Teaching
Assignments
Organizations > HT Organization > HT
Assignments
Organizations > Home and Visiting Teaching
> HT Organization > HT Assignments
Home Teaching
Companionships
Organizations > HT Organization > HT
Companionships
Organizations > Home and Visiting Teaching
> HT Organization > HT Companionships
Home Teaching
Districts
Organizations > HT Organization > HT Districts
Organizations > Home and Visiting Teaching
> HT Organization > HT Districts
B-5
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Home Teaching—
Households Being
Taught
Organizations > HT Organization >
Households Being Taught
Organizations > Home and Visiting Teaching
> HT Organization > Households Being
Taught
Home Teaching—
Household Reports
(Print)
Lists > Reports > Household Reports
Organizations > Home and Visiting Teaching
> HT Organization > Household Report
Home Teaching
Organization
Organizations > HT Organization > [Select
from list]
Organizations > Home and Visiting Teaching
> HT Organization > [Select from list]
Home Teaching—Print
Blank HT Report
―――
Organizations > Home and Visiting Teaching
> HT Reporting > Print Blank HT Report
Home Teaching
Reporting
Organizations > HT Reporting > [Select HT
Visits or HT Statistics]
Organizations > Home and Visiting Teaching
> HT Reporting > [Select HT Visits or HT
Statistics]
Home Teaching
Statistics
Organizations > HT Reporting > HT Statistics
Organizations > Home and Visiting Teaching
> HT Reporting > HT Statistics
Household GEO
Codes
Membership > Household GEO Codes
Membership Records > More > View and
Update > More > View and Update >
Household GEO Codes
Household Records
(Print)
Membership > Print Records > Household
Records
Membership Records > More > Print Records
> Household Records
Household Records
(View)
Membership > Household Record, or press
Ctrl+H
Membership Records > More > View and
Update > Household Record
Household Report
(Home Teaching)
Organizations > HT Organization > Household
Report
Organizations > Home and Visiting Teaching
> HT Reporting > Household Report
Household Reports
(Print)
Lists > Reports > Household Reports
Reports/Forms > More > Reports > Household
Reports
Households Being
Taught
Organizations > HT Organization >
Households Being Taught
Organizations > Home and Visiting Teaching
> HT Organization > Households Being
Taught
Household’s IOS
Membership > Print Records > Household’s
IOS
Membership Records > More > Print Records
> Household’s IOS
I
Import
File > Import
―――
Income and Expense
Report
Finance > Finance Reports > Income and
Expense Report
Finances > More > Reports/Reconcile >
Income and Expense Report
Individual Membership
Records (Print)
Membership > Print Records > Individual
Member Records
Membership Records > More > Print Records
> Individual Member Records
Individual Membership
Records (View)
Membership > Individual Record or press Ctrl+I
Membership Records > More > View and
Update > Individual Record or press Ctrl+I
Individual’s IOS (Print)
Membership > Print Records > Individual’s IOS
Membership Records > More > Print Records
> Individual’s IOS
Institute Attendance
Report
Other Resources > Church Educational
System > Institute Attendance Report
Other Resources > Church Educational
System > Attendance > Institute Attendance
Report
B-6
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Institute Graduation
Report
Other Resources > Church Educational
System > Institute Graduation Report
Other Resources > Church Educational
System > Graduation > Institute Graduation
Report
Institute Students
Other Resources > Church Educational
System > Institute
Other Resources > Church Educational
System > Student Enrollment > Institute
IOS—Household’s IOS
(Print)
Membership > Print Records > Household’s
IOS
Membership Records > More > Print Records
> Household’s IOS
IOS—Individual’s IOS
(Print)
Membership > Print Records > Individual’s IOS
Membership Records > More > Print Records
> Individual’s IOS
L
Laurels
Organizations > Young Women > Laurels
Organizations > More > Young Women >
Laurels
Leader Action Lists
Lists > Other Lists [Select from list]
Reports/Forms > More > Lists [Select from
list]
Log Off
File > Log Off
Click Log Off on bottom left of screen
M
Marriage—Record
Civil Marriage
Membership > Ordinances > Record Civil
Marriage
Membership Records > Record Ordinances >
Marriage > Record Civil Marriage
Marriage—Record
Temple Marriage
Membership > Ordinances > Record Temple
Marriage
Membership Records > Record Ordinances >
Marriage > Record Temple Marriage
Marriage—Terminate
Marriage
―――
Membership Records > Record Ordinances >
Marriage > Terminate Marriage
Members List
Lists > Other Lists > Members List
Reports/Forms > More > Lists > Members List
Members Moved In
Lists > Other Lists > Members Moved In
Reports/Forms > More > Lists > Members
Moved In
Members Moved Out
Lists > Other Lists > Members Moved Out
Reports/Forms > More > Lists > Members
Moved Out
Members with Callings
Organizations > Reports > Members with
Callings
Organizations > More > Reports > Members
with Callings
Members without
Callings
Organizations > Reports > Members without
Callings
Organizations > More > Reports > Members
without Callings
Membership
Records—Household
Records (Print)
Membership > Print Records > Household
Records
Membership Records > More > Print Records
> Household Records
Membership
Records—Household
Records (View)
Membership > Household Record, or press
Ctrl+H
Membership Records > More > View and
Update > Household Record, or press Ctrl+H
Membership
Records—Individual
Membership Records
(Print)
Membership > Individual Record, or press
Ctrl+I
Membership Records > More > View and
Update > Individual Record, or press Ctrl+I
Membership
Records—Individual
Membership Records
(View)
Membership > Individual Record, or press
Ctrl+I
Membership Records > More > View and
Update > Individual Record, or press Ctrl+I
B-7
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Membership
Records—Print
Records
Membership > Print Records [Select from list]
Membership Records > More > Print Records
[Select from list]
Membership Record
Transaction Report
File > Membership Record Transaction Report
―――
Membership Validation
Report
Membership > Membership Validation Report
Membership Records > More > View and
Update > Membership Validation Report
Messages
Lists > Messages
Unit Name Panel > Messages
Mia Maids
Organizations > Young Women > Mia Maids
Organizations > More > Young Women > Mia
Maids
Move Household
Records Out
Membership > Move Household Records Out,
or press Ctrl+M
Membership Records > Move Records Out >
Move Household Record > OK, or press
Ctrl+M
Move Individual
Record Out
Membership > Move Individual Record Out
Membership Records > Move Records Out >
Move Individual Record > OK
N
New Child of Record
Membership > Records > New Child of Record
Membership Records > More > Create
Records > New Child of Record
New Member Report
Lists > Reports > New Member Report
Reports/Forms > More > Reports > New
Member Report
Nonmember Record
Membership > Records > Nonmember Record
Membership Records > More > Create
Records > Nonmember Record
Nonmember—Remove
Nonmember
Membership > Records > Remove
Nonmember
Membership Records > More > View and
Update > More > Other Record Changes >
Remove Nonmember
O
Officers Sustained
Forms (Print)
Lists > Forms/Certificates > Print Form [Select
Officers Sustained]
Reports/Forms > More > Forms/Certificates >
Print Form [Select Officers Sustained]
Ordinances
Membership > Ordinances [Select from list of
ordinances]
Membership Records > Record Ordinances
[Select from page of ordinances]
Other Callings
Organizations > Other Callings
Organizations > More > Bishopric/Other
Callings > Other Callings
Out of Unit Member
Record
Membership > Records > Out of Unit Member
Record
Membership Records > More > Create
Records > Out of Unit Member Records
Out of Unit—Remove
Out of Unit Member
Membership > Records > Remove Out of Unit
Member
Membership Records > More > View and
Update > More > Other Record Changes >
Remove Out of Unit Member
P
Page Setup
File > Page Setup [Only when printing is
available]
Password—Change
Password
Edit > Change Password
Unit Name Panel > Change Password
Priesthood Ordination
Membership > Ordinances > Record
Priesthood Ordination
Membership Records > Record Ordinances >
Priesthood Ordination > Record Priesthood
Ordination
B-8
―――
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Priesthood Ordination
Record Form
Lists > Forms/Certificates > Print Form [Select
from: Aaronic Priesthood Ordination Record or
Melchizedek Priesthood Ordination Record]
Reports/Forms > More > Forms/Certificates >
Print Form [Select from: Aaronic Priesthood
Ordination Record or Melchizedek Priesthood
Ordination Record]
Priesthood
Ordination—Record
Priesthood Ordination
Membership > Ordinances > Record
Priesthood Ordination
Membership Records > Record Ordinations >
Priesthood Ordination > Record Priesthood
Ordination
Priests
Organizations > Young Men > Priests
Organizations > More > Young Men > Priests
Primary
Organizations > Primary
Organizations > More > Bishopric/Other
Callings > Primary
Print
File > Print, or press Ctrl+P [Only when printing
is available
Print Blank Home
Teaching Report
―――
―――
Organizations > Home and Visiting Teaching
> HT Reporting > Print Blank HT Report
Print Blank Quarterly
Report
Lists > Reports > Print Blank Quarterly Report
Reports/Forms > More > Reports > Print
Blank Quarterly Report
Print Blank Tithing
Statement
Finance > Tithing Settlement > Tithing
Statements > Print Blank Statement
Finances > More > Donations > Tithing
Settlement > Tithing Statements > Print Blank
Statement
Print Blank Visiting
Teaching Report
―――
Organizations > Home and Visiting Teaching
> VT Reporting > Print Blank VT Report
Print Certificate
Lists > Forms/Certificates > Print Certificate
[Available certificates include: Baptism and
Confirmation, Child Blessing, Deacon
Ordination, Teacher Ordination, Priest
Ordination, Elder Ordination, High Priest
Ordination]
Reports/Forms > More > Forms/Certificates >
Print Certificate [Available certificates include:
Baptism and Confirmation, Child Blessing,
Deacon Ordination, Teacher Ordination, Priest
Ordination, Elder Ordination, High Priest
Ordination]
Print Form
Lists > Forms/Certificates > Print Form [Select
from list of forms]
Reports/Forms > More > Forms/Certificates >
Print Form [Select from list of forms]
Print Household
Tithing Statements
Finance > Tithing Settlement > Tithing
Statements > Print Household Statements
Finances > More > Donations > Tithing
Settlement > Tithing Statements > Print
Household Statements
Print Individual Tithing
Statements
Finance > Tithing Settlement > Tithing
Statements > Print Individual Statements
Finances > More > Donations > Tithing
Settlement > Tithing Statements > Print
Individual Statements
Print Mailing Labels
File > Print Mailing Labels [Must have a list of
members on the screen]
―――
Print Preview
File > Print Preview, or press Ctrl+Shift+P
―――
Print Records
Membership > Print Records [Select from list]
Membership Records > More > Print Records
[Select from list]
Print Rolls and Lists
Organizations > Reports > Print Rolls and Lists
Organizations > More > Reports > Print Rolls
and Lists
Print Tithing
Declaration Report
Finance > Tithing Settlement > Print Reports >
Tithing Declaration Report
Finances > More > Donations > Tithing
Settlement > Print Reports > Tithing
Declaration Report
B-9
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Q
Quarterly Report
Lists > Reports > Quarterly Report
Reports/Forms > More > Reports > Quarterly
Report
Quarterly Report—
Print Blank Quarterly
Report
Lists > Reports > Print Blank Quarterly Report
Reports/Forms > More > Reports > Print
Blank Quarterly Report
R
Recipient Report (Fast
Offerings)
Finance > Fast Offerings > Recipient Report
Finances > More > Fast Offering > Recipient
Report
Recommend Books
Membership > Temple Recommends >
Recommend Books
Membership Records > More > Temple
Recommends > More > Recommend Books
Recommends—View
Recommends
Membership > Temple Recommends > View
Recommends
Membership Records > More > Temple
Recommends > View Recommends
Reconcile
Finance > Reconcile
Finances > More > Reports/Reconcile >
Reconcile
Record Child Blessing
Membership > Ordinances > Record Child
Blessing
Membership Records > Record Ordinances >
Child Blessing > Record Child Blessing
Record Civil Marriage
Membership > Ordinances > Record Civil
Marriage
Membership Records > Record Ordinances >
Marriage > Record Civil Marriage
Record Endowment
―――
Membership Records > Record Ordinances >
Temple > Record Endowment
Record-Keeping
Training
Help > Record-Keeping Training
―――
Record Priesthood
Ordination
Membership > Ordinances > Record
Priesthood Ordination
Records
Membership > Records [Select from list]
Membership Records > Record Ordinances >
Priesthood Ordination > Record Priesthood
Ordination
―――
Record Sealing to
Parents
―――
Membership Records > Record Ordinances >
Temple > Record Sealing to Parents
Record Sealing to
Spouse
―――
Membership Records > Record Ordinances >
Temple > Record Sealing to Spouse
Record Temple
Marriage
Membership > Ordinances > Record Temple
Marriage
Membership Records > Record Ordinances >
Marriage > Record Temple Marriage
Relief Society
Organizations > Relief Society
Organizations > Relief Society
Remove Nonmember
Membership > Records > Remove
Nonmember
Membership Records > More > View and
Update > More > Other Record Changes >
Remove Nonmember
Remove Out of Unit
Member
Membership > Records > Remove Out of Unit
Member
Membership Records > More > View and
Update > More > Other Record Changes >
Remove Out of Unit Member
Remove Temporary
Records
Membership > Records > Remove Temporary
Records
Membership Records > More > View and
Update > More > Other Record Changes >
Remove Temporary Records
Report of
Administrative Action
Other Resources > Confidential Forms >
Report of Administrative Action
Other Resources > Confidential Forms >
Report of Administrative Action
B-10
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Reports
Organizations > Reports [Select from list] and
Lists > Reports [Select from list]
(This brings up two separate lists.)
―――
Request Household
Records
Membership > Request Household Records
Membership Records > Request Records >
Request Household Record > OK
Request Individual
Record
Membership > Request Individual Record
Membership Records > Request Records >
Request Individual Record > OK
Request Unit Refresh
Data
File > Request Unit Refresh Data
―――
Restore from a File
File > Restore from a File
―――
Rolls and Lists—Print
Rolls and Lists
Organizations > Reports > Print Rolls and Lists
Organizations > More > Reports > Print Rolls
and Lists
S
Sealing—Record
Sealing to Parents
―――
Membership Records > Record Ordinances >
Temple > Record Sealing to Parents
Sealing—Record
Sealing to Spouse
―――
Membership Records > Record Ordinances >
Temple > Record Sealing to Spouse
Seminary Attendance
Report
Other Resources > Church Educational
System > Seminary Attendance Report
Other Resources > Church Educational
System > Attendance > Seminary Attendance
Report
Seminary Daily and
Home Study
Other Resources > Church Educational
System > Seminary Daily and Home Study
Other Resources > Church Educational
System > Student Enrollment > Seminary
Daily and Home Study
Seminary Graduation
Report
Other Resources > Church Educational
System > Seminary Graduation Report
Other Resources > Church Educational
System > Graduation > Seminary Graduation
Report
Seminary ReleasedTime
Other Resources > Church Educational
System > Seminary Released-Time
Other Resources > Church Educational
System > Student Enrollment > Seminary
Released-Time
Seminary ReleasedTime Form
Other Resources > Church Educational
System > Seminary Released-Time Form
Other Resources > Church Educational
System > Student Enrollment > Seminary
Released-Time Form
Send and Receive
Changes
File > Send/Receive Changes
Unit Name Panel > Send/Receive Changes
Send Membership
Data to Stake
File > Send Membership Data to Stake
Signature Card (Print)
Lists > Forms/Certificates > Print Form [Select
Signature Card]
Reports/Forms > More > Forms/Certificates >
Print Form [Select Signature Card]
Single Adult Members
Organizations > Single Members
Organizations > More > Adults > Single
Members
Sisters Being Taught
(Visiting Teaching)
Organizations > VT Organization > Sisters
Being Taught
Organizations > Home and Visiting Teaching
> VT Organization > Sisters Being Taught
Sisters Report (Visiting
Teaching)
Organizations > VT Organization > Sisters
Report
Organizations > Home and Visiting Teaching
> VT Organization > Sisters Report
B-11
―――
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Special Requests
Membership > Records > Special Requests
Membership Records > More > View and
Update > More > Other Record Changes >
Special Requests
Stake Name
Edit > System Options > Unit
Unit Name Panel > System Options > Unit
Sunday School
Organizations > Sunday School
Organizations > More > Bishopric/Other
Callings > Sunday School
System Options
Edit > System Options
Unit Name Panel > System Options
T
Teachers (Aaronic
Priesthood)
Organizations > Young Men > Teachers
Organizations > More > Young Men >
Teachers
Telephone Directory
Lists > Telephone Directory, or press Ctrl+T
Reports/Forms > Telephone Directory, or
press Ctrl+T
Temple—Adult
Members Not
Endowed
Membership > Temple Recommends > Adult
Members Not Endowed
Membership Records > More > Temple
Recommends > More > Adult Members Not
Endowed
Temple—Endowed
without a Recommend
Membership > Temple Recommends >
Endowed without a Recommend
Membership Records > More > Temple
Recommends > Endowed without a
Recommend
Temple Recommends
Membership > Temple Recommends [Select
from list]
Membership Records > More > Temple
Recommends > More [Select from list]
Temple—Record
Temple Marriage
Membership > Ordinances > Record Temple
Marriage
Membership Records > Record Ordinances >
Marriage > Record Temple Marriage
Temporary—Remove
Temporary Records
Membership > Records > Remove Temporary
Records
Membership Records > More > View and
Update > More > Other Record Changes >
Remove Temporary Records
Terminate Marriage
―――
Membership Records > Record Ordinances >
Marriage > Terminate Marriage
Tithing Declaration
Finance > Tithing Settlement > Tithing
Declarations
Finances > More > Donations > Tithing
Settlement > Tithing Declarations > Enter
Tithing Declarations
Tithing Declaration
Report
Finance > Tithing Settlement > Print Reports >
Tithing Declaration Report
Finances > More > Donations > Tithing
Settlement > Print Reports > Tithing
Declaration Report
Tithing—Enter Tithing
Declarations
Finance > Tithing Settlement > Tithing
Declarations > Enter Tithing Declarations
Finances > More > Donations > Tithing
Settlement > Tithing Declarations > Enter
Tithing Declarations
Tithing—Print Blank
Tithing Statement
Finance > Tithing Settlement > Tithing
Statements > Print Blank Statement
Finances > More > Donations > Tithing
Settlement > Tithing Statements > Print Blank
Statement
Tithing—Print
Household Tithing
Statements
Finance > Tithing Settlement > Tithing
Statements > Print Household Statements
Finances > More > Donations > Tithing
Settlement > Tithing Statements > Print
Household Statements
Tithing—Print
Individual Tithing
Statements
Finance > Tithing Settlement > Tithing
Statements > Print Individual Statements
Finances > More > Donations > Tithing
Settlement > Tithing Statements > Print
Individual Statements
B-12
To go to:
Using the MLS menu bar
Using the MLS on-screen links
Tithing—Print Tithing
Declaration Report
Finance > Tithing Settlement > Print Reports >
Tithing Declaration Report
Finances > More > Donations > Tithing
Settlement > Print Reports > Tithing
Declaration Report
Tithing Settlement
Finance > Tithing Settlement
Finances > More > Donations > Tithing
Settlement
Tithing—Enter
Transfers
Finance > Enter Transfers, or press Ctrl+F
Finances > More > Transfers > Enter
Transfers, or press Ctrl+F
Tithing—View
Transfers
Finance > View Transfers
Finances > More > Transfers > View
Transfers
U
Unit Statistics
Urgent Tasks
Lists > Reports > Unit Statistics
Reports/Forms > More > Reports > Unit
Statistics
―――
Unit Name Panel > Urgent Tasks
V
View or Edit Budget
Finance > Budget > View/Edit Budget
Finances > More > Budget > View/Edit Budget
View or Update
Donations
Finance > View/Update Donations
Finances > View/Update Donations
View or Update
Expenses
Finance > View/Update Expenses
Finances > More > Expenses > View/Update
Expenses
View Recommends
Membership > Temple Recommends > View
Recommends
Membership Records > More > Temple
Recommends > View Recommends
View Transfers
Finance > View Transfers
Finances > More > Transfers > View
Transfers
Visiting Teaching
Assignments
Organizations > VT Organization >
VT Assignments
Organizations > Home and Visiting Teaching
> VT Organization > VT Assignments
Visiting Teaching
Companionships
Organizations > VT Organization >
VT Companionships
Organizations > Home and Visiting Teaching
> VT Organization > VT Companionships
Visiting Teaching
Districts
Organizations > VT Organization >
VT Districts
Organizations > Home and Visiting Teaching
> VT Organization > VT Districts
Visiting Teaching—
Enter VT Contacts
Organizations > VT Reporting > Enter VT
Contacts
Organizations > Home and Visiting Teaching
> VT Reporting > Enter VT Contacts
Visiting Teaching
Organization
Organizations >VT Organization [Select from
list]
Organizations > Home and Visiting Teaching
> VT Organization [Select from list]
Visiting Teaching—
Print Blank VT Report
―――
Organizations > Home and Visiting Teaching
> VT Reporting > Print Blank VT Report
Visiting Teaching
Reporting
Organizations > VT Reporting [Select from list]
Organizations > Home and Visiting Teaching
> VT Reporting [Select from list]
Visiting Teaching—
Sisters Being Taught
Organizations > VT Organizations > Sisters
Being Taught
Organizations > Home and Visiting Teaching
> VT Organization > Sisters Being Taught
Visiting Teaching—
Sisters Report
Organizations > VT Organizations > Sisters
Report
Organizations > Home and Visiting Teaching
> VT Organization > Sisters Report
Visiting Teaching
Statistics
Organizations > VT Reporting > VT Statistics
Organizations > Home and Visiting Teaching
> VT Reporting > VT Statistics
B-13
To go to:
Using the MLS menu bar
Using the MLS on-screen links
W
Ward Birthday List
Lists > Other Lists > Birthday List
Reports/Forms > More > Lists > Birthday List
Ward Name
Edit > System Options > Unit
Unit Name Panel > System Options > Unit
Y
Young Men
Organizations > Young Men [Select from list]
Organizations > More > Young Men [Select
from list]
Young Men Leaders
Organizations > Young Men > Young Men
Leaders
Organizations > More > Young Men > Young
Men Leaders
Young Women
Organizations > Young Women [Select from
list]
Organizations > More > Young Women
[Select from list]
Young Women
Leaders
Organizations > Young Women > Young
Women Leaders
Organizations > More >Young Men > Young
Men Leaders
B-14